Romano Brothers & Co’s Tompkins Financial TMP Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-150	Closed	-$11.6K	–	915
2022 Q4	$11.6K	Buy	+150	New	+$12K	﹤0.01%	708

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 $3.38T AUM 44.17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Romano Brothers & Co's TMP Position: Q1 2023 in Review

Romano Brothers & Co sold out of Tompkins Financial (TMP) in Q1 2023, closing a stake of 150 shares — an estimated $11.6K sold.

Romano Brothers & Co first reported a position in TMP in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 151 funds tracked by Wall St. Rank hold TMP as of Q1 2023.

Romano Brothers & Co reported no remaining Tompkins Financial position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 150 Tompkins Financial shares in Q1 2023, an estimated $11.6K.
Romano Brothers & Co first reported a position in Tompkins Financial in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Tompkins Financial position peaked at $11.6K in Q4 2022.
151 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.