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Gallagher Fiduciary Advisors’s Tompkins Financial TMP Stock Holding History

Gallagher Fiduciary 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 		$693K Sell
7,330
-131
-2% -$11.3K 0.02% 151
2026
Q1 		$588K Sell
7,461
-764
-9% -$59.4K 0.02% 136
2025
Q4 		$596K Buy
8,225
+578
+8% +$39.6K 0.02% 154
2025
Q3 		$506K Buy
7,647
+131
+2% +$8.78K 0.02% 158
2025
Q2 		$471K Buy
7,516
+1,483
+25% +$90.3K 0.02% 188
2025
Q1 		$380K Sell
6,033
-2,168
-26% -$145K 0.01% 190
2024
Q4 		$556K Buy
8,201
+1,249
+18% +$86.6K 0.11% 125
2024
Q3 		$402K Buy
6,952
+1,689
+32% +$96.4K 0.08% 150
2024
Q2 		$257K Buy
+5,263
New +$242K 0.06% 185

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

Gallagher Fiduciary Advisors's TMP Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Tompkins Financial (TMP) stake by 1.8% in Q2 2026, selling an estimated $11.3K and leaving 7,330 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #151.

Gallagher Fiduciary Advisors first reported a position in TMP in Q2 2024 and has held it in 9 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Gallagher Fiduciary Advisors held 7,330 shares of Tompkins Financial worth $693K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 131 Tompkins Financial shares in Q2 2026, an estimated $11.3K.
  • Tompkins Financial made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #151 holding.
  • Gallagher Fiduciary Advisors first reported a position in Tompkins Financial in Q2 2024 and has held it in 9 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.