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Kiely Wealth Advisory Group’s Tompkins Financial TMP Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$276K Sell
3,873
-50
-1% -$3.46K 0.18% 50
2024
Q3 		$294K Hold
3,923
– – 0.19% 45
2024
Q2 		$220K Hold
3,923
– – 0.12% 41
2024
Q1 		$183K Hold
3,923
– – 0.1% 45
2023
Q4 		$209K Buy
+3,923
New +$213K 0.12% 46

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiely Wealth Advisory Group's TMP Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Tompkins Financial (TMP) stake by 1.3% in Q4 2024, selling an estimated $3.46K and leaving 3,873 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #50.

Kiely Wealth Advisory Group first reported a position in TMP in Q4 2023 and has held it in 5 quarters since. The position peaked at $294K in Q3 2024. 177 funds tracked by Wall St. Rank hold TMP as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,873 shares of Tompkins Financial worth $276K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 50 Tompkins Financial shares in Q4 2024, an estimated $3.46K.
  • Tompkins Financial made up 0.18% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #50 holding.
  • Kiely Wealth Advisory Group first reported a position in Tompkins Financial in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Tompkins Financial position peaked at $294K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.