RA
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
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

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return