Occudo Quantitative Strategies’s Tompkins Financial TMP Stock Holding History

Occudo Quantitative Strategies’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	$407K	Sell	4,827 -203	-4%	-$15.8K	0.02%	532
2025 Q4	$365K	Buy	5,030 +32	+0.6%	+$2.19K	0.02%	458
2025 Q3	$331K	Buy	4,998 +7	+0.1%	+$469	0.04%	467
2025 Q2	$313K	Sell	4,991 -1,880	-27%	-$114K	0.04%	459
2025 Q1	$434K	Buy	6,871 +1,995	+41%	+$134K	0.06%	393
2024 Q4	$331K	Sell	4,876 -540	-10%	-$37.4K	0.06%	420
2024 Q3	$313K	Sell	5,416 -259	-5%	-$14.8K	0.06%	442
2024 Q2	$278K	Sell	5,675 -838	-13%	-$38.6K	0.05%	492
2024 Q1	$328K	Buy	+6,513	New	+$330K	0.06%	444

Other funds holding TMP

BlackRock New York $5.72T 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