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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
Q1 		$1.58K Buy
+20
New +$1.55K ﹤0.01% 2417

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Root Financial Partners's TMP Position: Q1 2026 in Review

Root Financial Partners opened a new position in Tompkins Financial (TMP) in Q1 2026: 20 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #2417 among its holdings.

207 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • Root Financial Partners held 20 shares of Tompkins Financial worth $1.58K as of Q1 2026.
  • Tompkins Financial was a new Root Financial Partners position in Q1 2026.
  • Tompkins Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2417 holding.
  • 207 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.