Focus Partners Wealth
TMP icon

Focus Partners Wealth’s Tompkins Financial TMP Stock Holding History

Focus Partners 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
2026
Q2 		$910K Sell
9,631
-37
-0.4% -$3.19K ﹤0.01% 1683
2026
Q1 		$762K Buy
9,668
+97
+1% +$7.54K ﹤0.01% 1726
2025
Q4 		$694K Sell
9,571
-8,301
-46% -$569K ﹤0.01% 1794
2025
Q3 		$1.15M Buy
17,872
+8,996
+101% +$603K ﹤0.01% 1231
2025
Q2 		$557K Buy
+8,876
New +$540K ﹤0.01% 1393
2025
Q1 		– Sell
-8,858
Closed -$601K – 2025
2024
Q4 		$601K Buy
8,858
+11
+0.1% +$762 ﹤0.01% 1245
2024
Q3 		$511K Hold
8,847
– – ﹤0.01% 1145
2024
Q2 		$433K Hold
8,847
– – ﹤0.01% 979
2024
Q1 		$445K Sell
8,847
-21
-0.2% -$1.06K ﹤0.01% 747
2023
Q4 		$534K Buy
+8,868
New +$482K 0.01% 567

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

Focus Partners Wealth's TMP Position: Q2 2026 in Review

Focus Partners Wealth reduced its Tompkins Financial (TMP) stake by 0.38% in Q2 2026, selling an estimated $3.19K and leaving 9,631 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Focus Partners Wealth first reported a position in TMP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2025. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Focus Partners Wealth held 9,631 shares of Tompkins Financial worth $910K as of Q2 2026.
  • Focus Partners Wealth sold 37 Tompkins Financial shares in Q2 2026, an estimated $3.19K.
  • Tompkins Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1683 holding.
  • Focus Partners Wealth first reported a position in Tompkins Financial in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Tompkins Financial position peaked at $1.15M in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.