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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 – 612
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 $5.7T 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return