HS
TMP icon

Horan Securities’s Tompkins Financial TMP Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-179
Closed -$9.97K – 610
2023
Q2 		$9.97K Hold
179
– – ﹤0.01% 390
2023
Q1 		$11.9K Hold
179
– – 0.01% 358
2022
Q4 		$13.9K Hold
179
– – 0.01% 330
2022
Q3 		$13K Hold
179
– – 0.01% 324
2022
Q2 		$13K Hold
179
– – 0.01% 296
2022
Q1 		$14K Hold
179
– – 0.01% 291
2021
Q4 		$15K Buy
+179
New +$14.7K 0.01% 279
2021
Q2 		$14K Buy
+179
New +$14.4K 0.01% 275

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horan Securities's TMP Position: Q3 2023 in Review

Horan Securities sold out of Tompkins Financial (TMP) in Q3 2023, closing a stake of 179 shares — an estimated $9.97K sold.

Horan Securities first reported a position in TMP in Q2 2021 and held it in 8 quarters. The position peaked at $15K in Q4 2021. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2023.

  • Horan Securities reported no remaining Tompkins Financial position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 179 Tompkins Financial shares in Q3 2023, an estimated $9.97K.
  • Horan Securities first reported a position in Tompkins Financial in Q2 2021 and held it in 8 quarters.
  • Horan Securities's Tompkins Financial position peaked at $15K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.