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Rialto Wealth Management’s Tompkins Financial TMP Stock Holding History

Rialto Wealth Management’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 		– Sell
-200
Closed -$15.8K – 1998
2026
Q1 		$15.8K Hold
200
– – ﹤0.01% 412
2025
Q4 		$14.5K Hold
200
– – ﹤0.01% 404
2025
Q3 		$13.2K Hold
200
– – ﹤0.01% 393
2025
Q2 		$12.5K Hold
200
– – ﹤0.01% 397
2025
Q1 		$12.6K Hold
200
– – ﹤0.01% 385
2024
Q4 		$13.6K Buy
+200
New +$13.9K ﹤0.01% 367

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

Rialto Wealth Management's TMP Position: Q2 2026 in Review

Rialto Wealth Management sold out of Tompkins Financial (TMP) in Q2 2026, closing a stake of 200 shares — an estimated $15.8K sold.

Rialto Wealth Management first reported a position in TMP in Q4 2024 and held it in 6 quarters. The position peaked at $15.8K in Q1 2026. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Rialto Wealth Management reported no remaining Tompkins Financial position as of Q2 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 200 Tompkins Financial shares in Q2 2026, an estimated $15.8K.
  • Rialto Wealth Management first reported a position in Tompkins Financial in Q4 2024 and held it in 6 quarters.
  • Rialto Wealth Management's Tompkins Financial position peaked at $15.8K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.