Root Financial Partners
TMP icon

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
Q3 		$2.5K Buy
+26
New +$2.53K ﹤0.01% 2534
2026
Q2 		– Sell
-20
Closed -$1.58K – 2934
2026
Q1 		$1.58K Buy
+20
New +$1.56K ﹤0.01% 2417

Other funds holding TMP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's TMP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Tompkins Financial (TMP) in Q3 2026: 26 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #2534 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TMP as recently as Q1 2026.

Root Financial Partners first reported a position in TMP in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • Root Financial Partners held 26 shares of Tompkins Financial worth $2.5K as of Q3 2026.
  • Tompkins Financial was a new Root Financial Partners position in Q3 2026.
  • Tompkins Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2534 holding.
  • Root Financial Partners first reported a position in Tompkins Financial in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.