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Global Retirement Partners’s Tompkins Financial TMP Stock Holding History

Global Retirement 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
2025
Q4 		$73.8K Buy
1,017
+3
+0.3% +$206 ﹤0.01% 2105
2025
Q3 		$67.1K Hold
1,014
– – ﹤0.01% 1733
2025
Q2 		$63.6K Buy
+1,014
New +$61.7K ﹤0.01% 1645
2024
Q4 		$68.3K Hold
1,007
– – ﹤0.01% 1461
2024
Q3 		$58.2K Hold
1,007
– – ﹤0.01% 1493
2024
Q2 		$49.2K Hold
1,007
– – ﹤0.01% 1544
2024
Q1 		$50.6K Hold
1,007
– – ﹤0.01% 1405
2023
Q4 		$52.4K Hold
1,007
– – ﹤0.01% 1344
2023
Q3 		$50.4K Hold
1,007
– – ﹤0.01% 1268
2023
Q2 		$56.1K Hold
1,007
– – ﹤0.01% 1215
2023
Q1 		$53.7K Hold
1,007
– – ﹤0.01% 1199
2022
Q4 		$78.1K Hold
1,007
– – 0.01% 907
2022
Q3 		$83K Hold
1,007
– – 0.01% 845
2022
Q2 		$73K Hold
1,007
– – 0.01% 860
2022
Q1 		$74K Buy
+1,007
New +$81.1K 0.01% 855

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Global Retirement Partners's TMP Position: Q4 2025 in Review

Global Retirement Partners increased its Tompkins Financial (TMP) stake by 0.3% in Q4 2025, buying an estimated $206 and bringing the position to 1,017 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Global Retirement Partners first reported a position in TMP in Q1 2022 and has held it in 15 quarters since. The position peaked at $83K in Q3 2022. 197 funds tracked by Wall St. Rank hold TMP as of Q4 2025.

  • Global Retirement Partners held 1,017 shares of Tompkins Financial worth $73.8K as of Q4 2025.
  • Global Retirement Partners bought 3 Tompkins Financial shares in Q4 2025, an estimated $206.
  • Tompkins Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2105 holding.
  • Global Retirement Partners first reported a position in Tompkins Financial in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Tompkins Financial position peaked at $83K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.