Pathstone Family Office’s Tompkins Financial TMP Stock Holding History

Pathstone Family Office’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
2023 Q1	–	Sell	-3,201	Closed	-$224K	–	1366
2022 Q4	$224K	Buy	3,201 +315	+11%	+$25.1K	﹤0.01%	1052
2022 Q3	$210K	Buy	+2,886	New	+$216K	﹤0.01%	1082
2022 Q2	–	Sell	-2,559	Closed	-$263K	–	1139
2022 Q1	$263K	Buy	+2,559	New	+$206K	0.01%	798

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pathstone Family Office's TMP Position: Q1 2023 in Review

Pathstone Family Office sold out of Tompkins Financial (TMP) in Q1 2023, closing a stake of 3,201 shares — an estimated $224K sold.

Pathstone Family Office first reported a position in TMP in Q1 2022 and held it in 3 quarters. The position peaked at $263K in Q1 2022. 151 funds tracked by Wall St. Rank hold TMP as of Q1 2023.

Pathstone Family Office reported no remaining Tompkins Financial position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 3,201 Tompkins Financial shares in Q1 2023, an estimated $224K.
Pathstone Family Office first reported a position in Tompkins Financial in Q1 2022 and held it in 3 quarters.
Pathstone Family Office's Tompkins Financial position peaked at $263K in Q1 2022.
151 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.