LVW Advisors’s Tompkins Financial TMP Stock Holding History

LVW Advisors’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 Q3	$364K	Hold	3,781	–	–	0.03%	323
2026 Q2	$357K	Hold	3,781	–	–	0.03%	308
2026 Q1	$298K	Hold	3,781	–	–	0.03%	331
2025 Q4	$274K	Hold	3,781	–	–	0.03%	286
2025 Q3	$250K	Hold	3,781	–	–	0.03%	304
2025 Q2	$237K	Hold	3,781	–	–	0.03%	296
2025 Q1	$238K	Hold	3,781	–	–	0.03%	272
2024 Q4	$256K	Sell	3,781 -296	-7%	-$20.5K	0.03%	270
2024 Q3	$236K	Buy	+4,077	New	+$233K	0.03%	279
2024 Q2	–	Sell	-4,077	Closed	-$205K	–	312
2024 Q1	$205K	Hold	4,077	–	–	0.03%	276
2023 Q4	$246K	Buy	+4,077	New	+$221K	0.05%	230
2023 Q3	–	Sell	-4,077	Closed	-$227K	–	230
2023 Q2	$227K	Hold	4,077	–	–	0.04%	186
2023 Q1	$270K	Hold	4,077	–	–	0.05%	198
2022 Q4	$316K	Hold	4,077	–	–	0.06%	185
2022 Q3	$296K	Hold	4,077	–	–	0.07%	174
2022 Q2	$294K	Hold	4,077	–	–	0.06%	186
2022 Q1	$319K	Hold	4,077	–	–	0.05%	187
2021 Q4	$341K	Hold	4,077	–	–	0.06%	183
2021 Q3	$330K	Hold	4,077	–	–	0.06%	187
2021 Q2	$316K	Sell	4,077 -1,930	-32%	-$155K	0.06%	181
2021 Q1	$497K	Buy	6,007 +2,596	+76%	+$204K	0.1%	148
2020 Q4	$241K	Buy	+3,411	New	+$216K	0.05%	188
2020 Q3	–	Sell	-3,411	Closed	-$221K	–	224
2020 Q2	$221K	Sell	3,411 -1,145	-25%	-$74.7K	0.05%	179
2020 Q1	$327K	Hold	4,556	–	–	0.09%	112
2019 Q4	$417K	Hold	4,556	–	–	0.09%	114
2019 Q3	$370K	Sell	4,556 -326	-7%	-$26.1K	0.09%	110
2019 Q2	$398K	Buy	+4,882	New	+$387K	0.11%	101

Other funds holding TMP

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LVW Advisors's TMP Position: Q3 2026 in Review

LVW Advisors held its Tompkins Financial (TMP) position steady in Q3 2026 at 3,781 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #323.

LVW Advisors first reported a position in TMP in Q2 2019 and has held it in 27 quarters since. The position peaked at $497K in Q1 2021. 110 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

LVW Advisors held 3,781 shares of Tompkins Financial worth $364K as of Q3 2026.
LVW Advisors left its Tompkins Financial share count unchanged in Q3 2026.
Tompkins Financial made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #323 holding.
LVW Advisors first reported a position in Tompkins Financial in Q2 2019 and has held it in 27 quarters since.
LVW Advisors's Tompkins Financial position peaked at $497K in Q1 2021.
110 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.