PWA
TMP icon

Physician Wealth Advisors’s Tompkins Financial TMP Stock Holding History

Physician Wealth 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
Q2 		$2.65K Hold
28
– – ﹤0.01% 1380
2026
Q1 		$2.21K Hold
28
– – ﹤0.01% 1309
2025
Q4 		$2.03K Buy
28
+7
+33% +$480 ﹤0.01% 1282
2025
Q3 		$1.39K Hold
21
– – ﹤0.01% 1393
2025
Q2 		$1.32K Buy
+21
New +$1.28K ﹤0.01% 1223

Other funds holding TMP

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's TMP Position: Q2 2026 in Review

Physician Wealth Advisors held its Tompkins Financial (TMP) position steady in Q2 2026 at 28 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Physician Wealth Advisors first reported a position in TMP in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Physician Wealth Advisors held 28 shares of Tompkins Financial worth $2.65K as of Q2 2026.
  • Physician Wealth Advisors left its Tompkins Financial share count unchanged in Q2 2026.
  • Tompkins Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1380 holding.
  • Physician Wealth Advisors first reported a position in Tompkins Financial in Q2 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.