Rise Advisors
TMP icon

Rise Advisors’s Tompkins Financial TMP Stock Holding History

Rise 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
Q3 		$1.12M Buy
11,632
+1
+0% +$97 0.32% 30
2026
Q2 		$1.1M Buy
11,631
+1
+0% +$86 0.31% 32
2026
Q1 		$920K Sell
11,630
-1,499
-11% -$117K 0.32% 28
2025
Q4 		$952K Sell
13,129
-2,985
-19% -$205K 0.34% 27
2025
Q3 		$1.07M Sell
16,114
-18
-0.1% -$1.21K 0.38% 26
2025
Q2 		$1.01M Buy
16,132
+6
+0% +$365 0.4% 24
2025
Q1 		$1.02M Buy
16,126
+322
+2% +$21.6K 0.45% 20
2024
Q4 		$1.07M Sell
15,804
-8
-0.1% -$554 0.52% 20
2024
Q3 		$914K Sell
15,812
-10
-0.1% -$571 0.44% 22
2024
Q2 		$774K Sell
15,822
-5
-0% -$230 0.41% 22
2024
Q1 		$796K Sell
15,827
-10
-0.1% -$507 0.42% 22
2023
Q4 		$954K Sell
15,837
-5
-0% -$272 0.67% 13
2023
Q3 		$776K Sell
15,842
-10
-0.1% -$542 0.62% 16
2023
Q2 		$883K Hold
15,852
– – 0.68% 18
2023
Q1 		$1.05M Sell
15,852
-12
-0.1% -$883 0.79% 14
2022
Q4 		$1.23M Sell
15,864
-11
-0.1% -$876 0.99% 15
2022
Q3 		$1.15M Sell
15,875
-7
-0% -$524 0.96% 16
2022
Q2 		$1.14M Sell
15,882
-8
-0.1% -$592 1.15% 17
2022
Q1 		$1.24M Sell
15,890
-3
-0% -$242 1.12% 19
2021
Q4 		$1.33M Buy
+15,893
New +$1.3M 1.27% 18

Other funds holding TMP

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Rise Advisors's TMP Position: Q3 2026 in Review

Rise Advisors increased its Tompkins Financial (TMP) stake by 0.01% in Q3 2026, buying an estimated $97 and bringing the position to 11,632 shares worth $1.12M. The position accounts for 0.32% of the portfolio, ranked #30.

Rise Advisors first reported a position in TMP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q4 2021. 35 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • Rise Advisors held 11,632 shares of Tompkins Financial worth $1.12M as of Q3 2026.
  • Rise Advisors bought 1 Tompkins Financial share in Q3 2026, an estimated $97.
  • Tompkins Financial made up 0.32% of Rise Advisors's portfolio in Q3 2026, its #30 holding.
  • Rise Advisors first reported a position in Tompkins Financial in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's Tompkins Financial position peaked at $1.33M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.