Root Financial Partners’s Tompkins Financial TMP Stock Holding History

Root Financial Partners’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	-20	Closed	-$1.58K	–	2934
2026 Q1	$1.58K	Buy	+20	New	+$1.55K	﹤0.01%	2417

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's TMP Position: Q2 2026 in Review

Root Financial Partners sold out of Tompkins Financial (TMP) in Q2 2026, closing a stake of 20 shares — an estimated $1.58K sold.

Root Financial Partners first reported a position in TMP in Q1 2026 and held it in 1 quarter. The position peaked at $1.58K in Q1 2026. 221 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Root Financial Partners reported no remaining Tompkins Financial position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 20 Tompkins Financial shares in Q2 2026, an estimated $1.58K.
Root Financial Partners first reported a position in Tompkins Financial in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Tompkins Financial position peaked at $1.58K in Q1 2026.
221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.