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Rothschild Investment LLC’s Tompkins Financial TMP Stock Holding History

Rothschild Investment LLC’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 		$7.75K Buy
82
+21
+34% +$1.81K ﹤0.01% 2033
2026
Q1 		$4.81K Buy
61
+1
+2% +$78 ﹤0.01% 2072
2025
Q4 		$4.35K Buy
60
+29
+94% +$1.99K ﹤0.01% 1967
2025
Q3 		$2.05K Buy
31
+6
+24% +$402 ﹤0.01% 2215
2025
Q2 		$1.57K Buy
25
+10
+67% +$609 ﹤0.01% 2214
2025
Q1 		$945 Hold
15
– – ﹤0.01% 2377
2024
Q4 		$1.02K Buy
15
+10
+200% +$693 ﹤0.01% 2213
2024
Q3 		$289 Hold
5
– – ﹤0.01% 2620
2024
Q2 		$245 Buy
+5
New +$230 ﹤0.01% 2403

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rothschild Investment LLC's TMP Position: Q2 2026 in Review

Rothschild Investment LLC increased its Tompkins Financial (TMP) stake by 34% in Q2 2026, buying an estimated $1.81K and bringing the position to 82 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Rothschild Investment LLC first reported a position in TMP in Q2 2024 and has held it in 9 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Rothschild Investment LLC held 82 shares of Tompkins Financial worth $7.75K as of Q2 2026.
  • Rothschild Investment LLC bought 21 Tompkins Financial shares in Q2 2026, an estimated $1.81K.
  • Tompkins Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2033 holding.
  • Rothschild Investment LLC first reported a position in Tompkins Financial in Q2 2024 and has held it in 9 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.