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Essential Partners’s Tompkins Financial TMP Stock Holding History

Essential Partners’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 		$6.52K Sell
69
-14
-17% -$1.21K ﹤0.01% 1409
2026
Q1 		$6.54K Sell
83
-14
-14% -$1.09K ﹤0.01% 1460
2025
Q4 		$7.03K Buy
97
+34
+54% +$2.33K ﹤0.01% 1295
2025
Q3 		$4.17K Buy
63
+62
+6,200% +$4.16K ﹤0.01% 1497
2025
Q2 		$63 Buy
+1
New +$61 ﹤0.01% 2127

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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

Essential Partners's TMP Position: Q2 2026 in Review

Essential Partners reduced its Tompkins Financial (TMP) stake by 17% in Q2 2026, selling an estimated $1.21K and leaving 69 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Essential Partners first reported a position in TMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.03K in Q4 2025. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Essential Partners held 69 shares of Tompkins Financial worth $6.52K as of Q2 2026.
  • Essential Partners sold 14 Tompkins Financial shares in Q2 2026, an estimated $1.21K.
  • Tompkins Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1409 holding.
  • Essential Partners first reported a position in Tompkins Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Tompkins Financial position peaked at $7.03K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.