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IEQ Capital’s Tompkins Financial TMP Stock Holding History

IEQ Capital’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 		$873K Buy
9,235
+1,145
+14% +$98.6K ﹤0.01% 1158
2026
Q1 		$638K Sell
8,090
-905
-10% -$70.4K ﹤0.01% 1202
2025
Q4 		$652K Buy
8,995
+3,596
+67% +$247K ﹤0.01% 1209
2025
Q3 		$357K Buy
+5,399
New +$362K ﹤0.01% 1446

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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

IEQ Capital's TMP Position: Q2 2026 in Review

IEQ Capital increased its Tompkins Financial (TMP) stake by 14% in Q2 2026, buying an estimated $98.6K and bringing the position to 9,235 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

IEQ Capital first reported a position in TMP in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • IEQ Capital held 9,235 shares of Tompkins Financial worth $873K as of Q2 2026.
  • IEQ Capital bought 1,145 Tompkins Financial shares in Q2 2026, an estimated $98.6K.
  • Tompkins Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1158 holding.
  • IEQ Capital first reported a position in Tompkins Financial in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.