MRCM
TMP icon

M&R Capital Management’s Tompkins Financial TMP Stock Holding History

M&R 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
2024
Q3 		$13.9K Buy
241
+22
+10% +$1.26K ﹤0.01% 356
2024
Q2 		$10.7K Buy
219
+3
+1% +$138 ﹤0.01% 361
2024
Q1 		$10.9K Buy
216
+5
+2% +$254 ﹤0.01% 356
2023
Q4 		$12.7K Buy
211
+36
+21% +$1.96K ﹤0.01% 373
2023
Q3 		$8.55K Buy
175
+120
+218% +$6.51K ﹤0.01% 399
2023
Q2 		$3.08K Buy
55
+1
+2% +$57 ﹤0.01% 496
2023
Q1 		$3.63K Buy
54
+33
+157% +$2.43K ﹤0.01% 475
2022
Q4 		$1.67K Buy
+21
New +$1.67K ﹤0.01% 514

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 $552B AUM 44.19% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

M&R Capital Management's TMP Position: Q3 2024 in Review

M&R Capital Management increased its Tompkins Financial (TMP) stake by 10% in Q3 2024, buying an estimated $1.26K and bringing the position to 241 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

M&R Capital Management first reported a position in TMP in Q4 2022 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold TMP as of Q3 2024.

  • M&R Capital Management held 241 shares of Tompkins Financial worth $13.9K as of Q3 2024.
  • M&R Capital Management bought 22 Tompkins Financial shares in Q3 2024, an estimated $1.26K.
  • Tompkins Financial made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #356 holding.
  • M&R Capital Management first reported a position in Tompkins Financial in Q4 2022 and has held it in 8 quarters since.
  • 158 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.