LPL Financial
TMP icon

LPL Financial’s Tompkins Financial TMP Stock Holding History

LPL Financial’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 		$3.91M Sell
41,371
-2,880
-7% -$248K ﹤0.01% 3027
2026
Q1 		$3.49M Buy
44,251
+2,397
+6% +$186K ﹤0.01% 2955
2025
Q4 		$3.04M Buy
41,854
+1,800
+4% +$123K ﹤0.01% 3006
2025
Q3 		$2.65M Buy
40,054
+2,339
+6% +$157K ﹤0.01% 3053
2025
Q2 		$2.37M Buy
37,715
+2,208
+6% +$134K ﹤0.01% 2973
2025
Q1 		$2.24M Buy
35,507
+3,881
+12% +$260K ﹤0.01% 2848
2024
Q4 		$2.15M Buy
31,626
+26,135
+476% +$1.81M ﹤0.01% 2792
2024
Q3 		$317K Buy
+5,491
New +$314K ﹤0.01% 4379
2018
Q3 		– Sell
-2,422
Closed -$208K – 3304
2018
Q2 		$208K Sell
2,422
-4,567
-65% -$375K ﹤0.01% 2956
2018
Q1 		$530K Buy
6,989
+626
+10% +$50.4K ﹤0.01% 2096
2017
Q4 		$518K Buy
6,363
+348
+6% +$29.6K ﹤0.01% 2045
2017
Q3 		$518K Buy
6,015
+25
+0.4% +$1.94K ﹤0.01% 1925
2017
Q2 		$471K Buy
5,990
+25
+0.4% +$2.01K ﹤0.01% 1935
2017
Q1 		$473K Sell
5,965
-263
-4% -$23.1K ﹤0.01% 1850
2016
Q4 		$593K Sell
6,228
-814
-12% -$68.2K ﹤0.01% 1596
2016
Q3 		$532K Buy
+7,042
New +$503K 0.01% 1658
2016
Q2 		– Sell
-3,804
Closed -$241K – 2961
2016
Q1 		$241K Buy
+3,804
New +$217K ﹤0.01% 2669

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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

LPL Financial's TMP Position: Q2 2026 in Review

LPL Financial reduced its Tompkins Financial (TMP) stake by 6.5% in Q2 2026, selling an estimated $248K and leaving 41,371 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

LPL Financial first reported a position in TMP in Q1 2016 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • LPL Financial held 41,371 shares of Tompkins Financial worth $3.91M as of Q2 2026.
  • LPL Financial sold 2,880 Tompkins Financial shares in Q2 2026, an estimated $248K.
  • Tompkins Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3027 holding.
  • LPL Financial first reported a position in Tompkins Financial in Q1 2016 and has held it in 17 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.