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EverSource Wealth Advisors’s Tompkins Financial TMP Stock Holding History

EverSource Wealth Advisors’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 		$15.6K Sell
165
-453
-73% -$39K ﹤0.01% 2619
2026
Q1 		$48.7K Buy
618
+52
+9% +$4.04K ﹤0.01% 1908
2025
Q4 		$41K Buy
566
+15
+3% +$1.03K ﹤0.01% 1887
2025
Q3 		$36.5K Buy
551
+269
+95% +$18K ﹤0.01% 1930
2025
Q2 		$17.7K Buy
282
+256
+985% +$15.6K ﹤0.01% 2391
2025
Q1 		$1.64K Buy
+26
New +$1.74K ﹤0.01% 3014
2024
Q2 		– Sell
-62
Closed -$2.73K – 3144
2024
Q1 		$2.73K Buy
62
+29
+88% +$1.47K ﹤0.01% 2285
2023
Q4 		$1.99K Buy
+33
New +$1.79K ﹤0.01% 2168
2023
Q2 		– Sell
-23
Closed -$1.52K – 2606
2023
Q1 		$1.52K Sell
23
-17
-43% -$1.25K ﹤0.01% 2021
2022
Q4 		$3.11K Sell
40
-3
-7% -$239 ﹤0.01% 1775
2022
Q3 		$3K Sell
43
-1
-2% -$75 ﹤0.01% 1586
2022
Q2 		$3K Sell
44
-5
-10% -$370 ﹤0.01% 1437
2022
Q1 		$4K Hold
49
– – ﹤0.01% 1364
2021
Q4 		$4K Buy
+49
New +$4.02K ﹤0.01% 1361

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

EverSource Wealth Advisors's TMP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Tompkins Financial (TMP) stake by 73% in Q2 2026, selling an estimated $39K and leaving 165 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

EverSource Wealth Advisors first reported a position in TMP in Q4 2021 and has held it in 14 quarters since. The position peaked at $48.7K in Q1 2026. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • EverSource Wealth Advisors held 165 shares of Tompkins Financial worth $15.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 453 Tompkins Financial shares in Q2 2026, an estimated $39K.
  • Tompkins Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2619 holding.
  • EverSource Wealth Advisors first reported a position in Tompkins Financial in Q4 2021 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Tompkins Financial position peaked at $48.7K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.