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Pinnacle Wealth Planning Services’s Tompkins Financial TMP Stock Holding History

Pinnacle Wealth Planning Services’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 		$28.8K Buy
305
+4
+1% +$345 ﹤0.01% 1616
2026
Q1 		$23.7K Buy
301
+6
+2% +$467 ﹤0.01% 1606
2025
Q4 		$21.4K Buy
+295
New +$20.2K ﹤0.01% 1685
2021
Q1 		– Sell
-13
Closed -$1K – 1790
2020
Q4 		$1K Buy
+13
New +$823 ﹤0.01% 2185

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's TMP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Tompkins Financial (TMP) stake by 1.3% in Q2 2026, buying an estimated $345 and bringing the position to 305 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Pinnacle Wealth Planning Services first reported a position in TMP in Q4 2020 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 305 shares of Tompkins Financial worth $28.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Tompkins Financial shares in Q2 2026, an estimated $345.
  • Tompkins Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1616 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tompkins Financial in Q4 2020 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.