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Hennion & Walsh Asset Management’s Tompkins Financial TMP Stock Holding History

Hennion & Walsh Asset Management’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
Q3 		$350K Buy
3,634
+632
+21% +$61.5K 0.01% 833
2026
Q2 		$284K Buy
+3,002
New +$259K 0.01% 862

Other funds holding TMP

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Hennion & Walsh Asset Management's TMP Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Tompkins Financial (TMP) stake by 21% in Q3 2026, buying an estimated $61.5K and bringing the position to 3,634 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #833.

Hennion & Walsh Asset Management first reported a position in TMP in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • Hennion & Walsh Asset Management held 3,634 shares of Tompkins Financial worth $350K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 632 Tompkins Financial shares in Q3 2026, an estimated $61.5K.
  • Tompkins Financial made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #833 holding.
  • Hennion & Walsh Asset Management first reported a position in Tompkins Financial in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.