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Integrated Wealth Concepts’s Tompkins Financial TMP Stock Holding History

Integrated Wealth Concepts’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 		$50.7K Buy
+536
New +$46.2K ﹤0.01% 3353

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

Integrated Wealth Concepts's TMP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tompkins Financial (TMP) in Q2 2026: 536 shares worth $50.7K. The stake represents ﹤0.01% of the portfolio and ranks #3353 among its holdings.

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

  • Integrated Wealth Concepts held 536 shares of Tompkins Financial worth $50.7K as of Q2 2026.
  • Tompkins Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Tompkins Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3353 holding.
  • 221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.