R Squared’s Tompkins Financial TMP Stock Holding History

R Squared’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
2025 Q1	–	Sell	-50	Closed	-$3.39K	–	1409
2024 Q4	$3.39K	Buy	+50	New	+$3.46K	﹤0.01%	1390

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 $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

R Squared's TMP Position: Q1 2025 in Review

R Squared sold out of Tompkins Financial (TMP) in Q1 2025, closing a stake of 50 shares — an estimated $3.39K sold.

R Squared first reported a position in TMP in Q4 2024 and held it in 1 quarter. The position peaked at $3.39K in Q4 2024. 173 funds tracked by Wall St. Rank hold TMP as of Q1 2025.

R Squared reported no remaining Tompkins Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 50 Tompkins Financial shares in Q1 2025, an estimated $3.39K.
R Squared first reported a position in Tompkins Financial in Q4 2024 and held it in 1 quarter.
R Squared's Tompkins Financial position peaked at $3.39K in Q4 2024.
173 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.