Jones Financial Companies
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Jones Financial Companies’s Tompkins Financial TMP Stock Holding History

Jones Financial Companies’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 		$3.86K Buy
41
+21
+105% +$1.81K ﹤0.01% 4214
2026
Q1 		$1.53K Hold
20
– – ﹤0.01% 4224
2025
Q4 		$1.45K Sell
20
-26
-57% -$1.78K ﹤0.01% 3922
2025
Q3 		$3.14K Sell
46
-36
-44% -$2.41K ﹤0.01% 3540
2025
Q2 		$5.21K Hold
82
– – ﹤0.01% 3123
2025
Q1 		$5.17K Sell
82
-10
-11% -$670 ﹤0.01% 2950
2024
Q4 		$6.23K Buy
+92
New +$6.38K ﹤0.01% 2692

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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

Jones Financial Companies's TMP Position: Q2 2026 in Review

Jones Financial Companies increased its Tompkins Financial (TMP) stake by 105% in Q2 2026, buying an estimated $1.81K and bringing the position to 41 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #4214.

Jones Financial Companies first reported a position in TMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.23K in Q4 2024. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Jones Financial Companies held 41 shares of Tompkins Financial worth $3.86K as of Q2 2026.
  • Jones Financial Companies bought 21 Tompkins Financial shares in Q2 2026, an estimated $1.81K.
  • Tompkins Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4214 holding.
  • Jones Financial Companies first reported a position in Tompkins Financial in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Tompkins Financial position peaked at $6.23K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.