Institute for Wealth Management’s Tompkins Financial TMP Stock Holding History

Institute for Wealth 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 Q2	$13.9K	Buy	+147	New	+$12.7K	﹤0.01%	1237

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CPIA

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Institute for Wealth Management's TMP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Tompkins Financial (TMP) in Q2 2026: 147 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings.

97 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Institute for Wealth Management held 147 shares of Tompkins Financial worth $13.9K as of Q2 2026.
Tompkins Financial was a new Institute for Wealth Management position in Q2 2026.
Tompkins Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1237 holding.
97 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.