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Kestra Advisory Services’s Tompkins Financial TMP Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,623
Closed -$118K – 4303
2025
Q4 		$118K Buy
+1,623
New +$111K ﹤0.01% 3307
2025
Q2 		– Sell
-1,619
Closed -$102K – 2984
2025
Q1 		$102K Buy
+1,619
New +$108K ﹤0.01% 2590

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Kestra Advisory Services's TMP Position: Q1 2026 in Review

Kestra Advisory Services sold out of Tompkins Financial (TMP) in Q1 2026, closing a stake of 1,623 shares — an estimated $118K sold.

Kestra Advisory Services first reported a position in TMP in Q1 2025 and held it in 2 quarters. The position peaked at $118K in Q4 2025. 207 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • Kestra Advisory Services reported no remaining Tompkins Financial position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,623 Tompkins Financial shares in Q1 2026, an estimated $118K.
  • Kestra Advisory Services first reported a position in Tompkins Financial in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's Tompkins Financial position peaked at $118K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.