LPL Financial

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return