Logan Capital Management’s Tompkins Financial TMP Stock Holding History

Logan Capital Management’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	$2.22M	Buy	+23,439	New	+$2.02M	0.08%	168
2026 Q1	–	Sell	-23,439	Closed	-$1.82M	–	505
2025 Q4	$1.7M	Hold	23,439	–	–	0.07%	177
2025 Q3	$1.55M	Hold	23,439	–	–	0.07%	187
2025 Q2	$1.47M	Hold	23,439	–	–	0.07%	176
2025 Q1	$1.48M	Hold	23,439	–	–	0.07%	191
2024 Q4	$1.59M	Hold	23,439	–	–	0.07%	191
2024 Q3	$1.35M	Hold	23,439	–	–	0.06%	205
2024 Q2	$1.15M	Hold	23,439	–	–	0.05%	206
2024 Q1	$1.18M	Hold	23,439	–	–	0.05%	206
2023 Q4	$1.41M	Hold	23,439	–	–	0.07%	196
2023 Q3	$1.15M	Hold	23,439	–	–	0.06%	202
2023 Q2	$1.31M	Hold	23,439	–	–	0.06%	194
2023 Q1	$1.55M	Hold	23,439	–	–	0.08%	198
2022 Q4	$1.82M	Hold	23,439	–	–	0.09%	179
2022 Q3	$1.7M	Hold	23,439	–	–	0.1%	172
2022 Q2	$1.69M	Hold	23,439	–	–	0.1%	174
2022 Q1	$1.83M	Hold	23,439	–	–	0.09%	175
2021 Q4	$1.96M	Hold	23,439	–	–	0.08%	172
2021 Q3	$1.9M	Hold	23,439	–	–	0.09%	164
2021 Q2	$1.82M	Hold	23,439	–	–	0.08%	170
2021 Q1	$1.94M	Hold	23,439	–	–	0.1%	152
2020 Q4	$1.66M	Hold	23,439	–	–	0.08%	163
2020 Q3	$1.33M	Hold	23,439	–	–	0.07%	223
2020 Q2	$1.52M	Hold	23,439	–	–	0.09%	154
2020 Q1	$1.68M	Sell	23,439 -1,900	-7%	-$157K	0.12%	152
2019 Q4	$2.32M	Hold	25,339	–	–	0.13%	143
2019 Q3	$2.06M	Hold	25,339	–	–	0.12%	143
2019 Q2	$2.07M	Hold	25,339	–	–	0.12%	142
2019 Q1	$1.93M	Hold	25,339	–	–	0.12%	144
2018 Q4	$1.9M	Hold	25,339	–	–	0.15%	121
2018 Q3	$2.06M	Hold	25,339	–	–	0.13%	122
2018 Q2	$2.18M	Hold	25,339	–	–	0.15%	119
2018 Q1	$1.92M	Hold	25,339	–	–	0.14%	115
2017 Q4	$2.06M	Hold	25,339	–	–	0.14%	115
2017 Q3	$2.18M	Hold	25,339	–	–	0.16%	105
2017 Q2	$2M	Hold	25,339	–	–	0.15%	107
2017 Q1	$2.04M	Hold	25,339	–	–	0.16%	106
2016 Q4	$2.4M	Hold	25,339	–	–	0.19%	98
2016 Q3	$1.94M	Hold	25,339	–	–	0.16%	107
2016 Q2	$1.65M	Hold	25,339	–	–	0.14%	110
2016 Q1	$1.62M	Hold	25,339	–	–	0.13%	120
2015 Q4	$1.42M	Hold	25,339	–	–	0.11%	127
2015 Q3	$1.35M	Hold	25,339	–	–	0.11%	127
2015 Q2	$1.36M	Hold	25,339	–	–	0.1%	131
2015 Q1	$1.36M	Hold	25,339	–	–	0.1%	129
2014 Q4	$1.4M	Hold	25,339	–	–	0.1%	129
2014 Q3	$1.12M	Hold	25,339	–	–	0.08%	135
2014 Q2	$1.22M	Hold	25,339	–	–	0.09%	127
2014 Q1	$1.24M	Hold	25,339	–	–	0.09%	130
2013 Q4	$1.3M	Hold	25,339	–	–	0.09%	130
2013 Q3	$1.17M	Buy	+25,339	New	+$1.15M	0.09%	128

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Logan Capital Management's TMP Position: Q2 2026 in Review

Logan Capital Management opened a new position in Tompkins Financial (TMP) in Q2 2026: 23,439 shares worth $2.22M. The stake represents 0.08% of the portfolio and ranks #168 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in TMP as recently as Q4 2025.

Logan Capital Management first reported a position in TMP in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.4M in Q4 2016. 221 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Logan Capital Management held 23,439 shares of Tompkins Financial worth $2.22M as of Q2 2026.
Tompkins Financial was a new Logan Capital Management position in Q2 2026.
Tompkins Financial made up 0.08% of Logan Capital Management's portfolio in Q2 2026, its #168 holding.
Logan Capital Management first reported a position in Tompkins Financial in Q3 2013 and has held it in 51 quarters since.
Logan Capital Management's Tompkins Financial position peaked at $2.4M in Q4 2016.
221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.