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Plante Moran Financial Advisors’s Tompkins Financial TMP Stock Holding History

Plante Moran Financial 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 		$284 Buy
+3
New +$258 ﹤0.01% 1332
2020
Q2 		– Sell
-29
Closed -$2K – 848
2020
Q1 		$2K Buy
+29
New +$2.4K ﹤0.01% 663

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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

Plante Moran Financial Advisors's TMP Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Tompkins Financial (TMP) in Q2 2026: 3 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in TMP as recently as Q1 2020.

Plante Moran Financial Advisors first reported a position in TMP in Q1 2020 and has held it in 2 quarters since. The position peaked at $2K in Q1 2020. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Plante Moran Financial Advisors held 3 shares of Tompkins Financial worth $284 as of Q2 2026.
  • Tompkins Financial was a new Plante Moran Financial Advisors position in Q2 2026.
  • Tompkins Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1332 holding.
  • Plante Moran Financial Advisors first reported a position in Tompkins Financial in Q1 2020 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Tompkins Financial position peaked at $2K in Q1 2020.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.