Creative Planning

Creative Planning’s Tompkins Financial TMP Stock Holding History

Creative Planning’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	$1.37M	Sell	17,427 -348	-2%	-$27.1K	﹤0.01%	2208
2025 Q4	$1.29M	Buy	17,775 +5,205	+41%	+$357K	﹤0.01%	2083
2025 Q3	$832K	Sell	12,570 -573	-4%	-$38.4K	﹤0.01%	2295
2025 Q2	$824K	Buy	13,143 +1,271	+11%	+$77.4K	﹤0.01%	2018
2025 Q1	$748K	Buy	11,872 +4,703	+66%	+$315K	﹤0.01%	1956
2024 Q4	$486K	Buy	+7,169	New	+$497K	﹤0.01%	2254
2024 Q1	–	Sell	-7,121	Closed	-$429K	–	3005
2023 Q4	$429K	Buy	+7,121	New	+$387K	﹤0.01%	1810
2016 Q1	–	Sell	-211	Closed	-$12K	–	4522
2015 Q4	$12K	Buy	211 +161	+322%	+$9.27K	﹤0.01%	3193
2015 Q3	$3K	Buy	+50	New	+$2.66K	﹤0.01%	3848
2014 Q4	–	Sell	-11	Closed	–	–	4346
2014 Q3	$0	Buy	+11	New	+$500	﹤0.01%	4157

Other funds holding TMP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return