CFD
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Creative Financial Designs’s Tompkins Financial TMP Stock Holding History

Creative Financial Designs’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.88K Hold
87
– – ﹤0.01% 1504
2025
Q4 		$6.28K Sell
87
-1,047
-92% -$71.8K ﹤0.01% 1457
2025
Q3 		$75.1K Sell
1,134
-61
-5% -$4.09K 0.01% 718
2025
Q2 		$75K Sell
1,195
-89
-7% -$5.42K 0.01% 747
2025
Q1 		$80.8K Sell
1,284
-152
-11% -$10.2K 0.01% 675
2024
Q4 		$97.4K Sell
1,436
-90
-6% -$6.24K 0.01% 611
2024
Q3 		$88.2K Buy
1,526
+10
+0.7% +$571 0.01% 628
2024
Q2 		$74.1K Buy
1,516
+1,433
+1,727% +$66K 0.01% 650
2024
Q1 		$4.17K Buy
+83
New +$4.21K ﹤0.01% 1351

Other funds holding TMP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return