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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
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 		$1.15M 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

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

Rise Advisors's TMP Position: Q2 2026 in Review

Rise Advisors increased its Tompkins Financial (TMP) stake by 0.01% in Q2 2026, buying an estimated $86 and bringing the position to 11,631 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #32.

Rise Advisors first reported a position in TMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q4 2021. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Rise Advisors held 11,631 shares of Tompkins Financial worth $1.1M as of Q2 2026.
  • Rise Advisors bought 1 Tompkins Financial share in Q2 2026, an estimated $86.
  • Tompkins Financial made up 0.31% of Rise Advisors's portfolio in Q2 2026, its #32 holding.
  • Rise Advisors first reported a position in Tompkins Financial in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Tompkins Financial position peaked at $1.33M in Q4 2021.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.