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 Q3	$29.5K	Buy	307 +2	+0.7%	+$195	﹤0.01%	1598
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

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

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's TMP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Tompkins Financial (TMP) stake by 0.66% in Q3 2026, buying an estimated $195 and bringing the position to 307 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Pinnacle Wealth Planning Services first reported a position in TMP in Q4 2020 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

Pinnacle Wealth Planning Services held 307 shares of Tompkins Financial worth $29.5K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2 Tompkins Financial shares in Q3 2026, an estimated $195.
Tompkins Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1598 holding.
Pinnacle Wealth Planning Services first reported a position in Tompkins Financial in Q4 2020 and has held it in 5 quarters since.
52 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.