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Lindbrook Capital’s Tompkins Financial TMP Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-2
Closed -$136 – 2929
2024
Q4 		$136 Buy
+2
New +$139 ﹤0.01% 2731
2024
Q2 		– Sell
-44
Closed -$2.21K – 2834
2024
Q1 		$2.21K Sell
44
-50
-53% -$2.54K ﹤0.01% 2207
2023
Q4 		$5.66K Buy
94
+16
+21% +$869 ﹤0.01% 1822
2023
Q3 		$3.82K Buy
78
+55
+239% +$2.98K ﹤0.01% 1888
2023
Q2 		$1.28K Buy
+23
New +$1.32K ﹤0.01% 2317
2022
Q3 		– Sell
-100
Closed -$7K – 2906
2022
Q2 		$7K Buy
100
+21
+27% +$1.55K ﹤0.01% 1433
2022
Q1 		$6K Buy
+79
New +$6.37K ﹤0.01% 1549
2020
Q2 		– Sell
-14
Closed -$1K – 1889
2020
Q1 		$1K Buy
+14
New +$1.16K ﹤0.01% 1568

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's TMP Position: Q1 2025 in Review

Lindbrook Capital sold out of Tompkins Financial (TMP) in Q1 2025, closing a stake of 2 shares — an estimated $136 sold.

Lindbrook Capital first reported a position in TMP in Q1 2020 and held it in 8 quarters. The position peaked at $7K in Q2 2022. 173 funds tracked by Wall St. Rank hold TMP as of Q1 2025.

  • Lindbrook Capital reported no remaining Tompkins Financial position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 2 Tompkins Financial shares in Q1 2025, an estimated $136.
  • Lindbrook Capital first reported a position in Tompkins Financial in Q1 2020 and held it in 8 quarters.
  • Lindbrook Capital's Tompkins Financial position peaked at $7K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.