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Focus Partners Wealth’s
Tompkins Financial
TMP
Stock Holding History
Focus Partners Wealth’s Portfolio
TMP Stock Details
TMP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
RIP
Rhino Investment Partners
West Conshohocken, Pennsylvania
$359M AUM
22.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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