Creative Planning
TMP icon

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
Q2 		$1.87M Buy
19,765
+2,338
+13% +$201K ﹤0.01% 2139
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 – 4521
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 – – 4345
2014
Q3 		$0 Buy
+11
New +$500 ﹤0.01% 4153

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's TMP Position: Q2 2026 in Review

Creative Planning increased its Tompkins Financial (TMP) stake by 13% in Q2 2026, buying an estimated $201K and bringing the position to 19,765 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Creative Planning first reported a position in TMP in Q3 2014 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Creative Planning held 19,765 shares of Tompkins Financial worth $1.87M as of Q2 2026.
  • Creative Planning bought 2,338 Tompkins Financial shares in Q2 2026, an estimated $201K.
  • Tompkins Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2139 holding.
  • Creative Planning first reported a position in Tompkins Financial in Q3 2014 and has held it in 11 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.