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
2026 Q2	$96.1K	Buy	+1,017	New	+$87.6K	﹤0.01%	2101
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Retirement Partners's TMP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Tompkins Financial (TMP) in Q2 2026: 1,017 shares worth $96.1K. The stake represents ﹤0.01% of the portfolio and ranks #2101 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TMP as recently as Q4 2025.

Global Retirement Partners first reported a position in TMP in Q1 2022 and has held it in 16 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Global Retirement Partners held 1,017 shares of Tompkins Financial worth $96.1K as of Q2 2026.
Tompkins Financial was a new Global Retirement Partners position in Q2 2026.
Tompkins Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2101 holding.
Global Retirement Partners first reported a position in Tompkins Financial in Q1 2022 and has held it in 16 quarters since.
222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.