HIG
TMP icon

Heritage Investment Group’s Tompkins Financial TMP Stock Holding History

Heritage Investment Group’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 		$343K Hold
3,629
– – 0.05% 98
2026
Q1 		$286K Hold
3,629
– – 0.04% 101
2025
Q4 		$263K Hold
3,629
– – 0.04% 106
2025
Q3 		$240K Hold
3,629
– – 0.04% 105
2025
Q2 		$228K Hold
3,629
– – 0.04% 104
2025
Q1 		$229K Buy
+3,629
New +$243K 0.04% 101

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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

Heritage Investment Group's TMP Position: Q2 2026 in Review

Heritage Investment Group held its Tompkins Financial (TMP) position steady in Q2 2026 at 3,629 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #98.

Heritage Investment Group first reported a position in TMP in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Heritage Investment Group held 3,629 shares of Tompkins Financial worth $343K as of Q2 2026.
  • Heritage Investment Group left its Tompkins Financial share count unchanged in Q2 2026.
  • Tompkins Financial made up 0.05% of Heritage Investment Group's portfolio in Q2 2026, its #98 holding.
  • Heritage Investment Group first reported a position in Tompkins Financial in Q1 2025 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.