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Domani Wealth’s Tompkins Financial TMP Stock Holding History

Domani Wealth’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
2023
Q1 		$250K Buy
+3,770
New +$277K 0.06% 105

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Domani Wealth's TMP Position: Q1 2023 in Review

Domani Wealth opened a new position in Tompkins Financial (TMP) in Q1 2023: 3,770 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings.

151 funds tracked by Wall St. Rank hold TMP as of Q1 2023.

  • Domani Wealth held 3,770 shares of Tompkins Financial worth $250K as of Q1 2023.
  • Tompkins Financial was a new Domani Wealth position in Q1 2023.
  • Tompkins Financial made up 0.06% of Domani Wealth's portfolio in Q1 2023, its #105 holding.
  • 151 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.