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Savant Capital’s Tompkins Financial TMP Stock Holding History

Savant Capital’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
2025
Q1 		– Sell
-5,671
Closed -$385K – 1399
2024
Q4 		$385K Sell
5,671
-1,270
-18% -$88K ﹤0.01% 990
2024
Q3 		$401K Sell
6,941
-1,000
-13% -$57.1K ﹤0.01% 972
2024
Q2 		$388K Buy
7,941
+2,283
+40% +$105K ﹤0.01% 885
2024
Q1 		$285K Buy
5,658
+1
+0% +$51 ﹤0.01% 916
2023
Q4 		$341K Sell
5,657
-500
-8% -$27.2K ﹤0.01% 666
2023
Q3 		$302K Hold
6,157
– – ﹤0.01% 650
2023
Q2 		$343K Buy
+6,157
New +$354K 0.01% 612

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.42B AUM 19.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Savant Capital's TMP Position: Q1 2025 in Review

Savant Capital sold out of Tompkins Financial (TMP) in Q1 2025, closing a stake of 5,671 shares — an estimated $385K sold.

Savant Capital first reported a position in TMP in Q2 2023 and held it in 7 quarters. The position peaked at $401K in Q3 2024. 173 funds tracked by Wall St. Rank hold TMP as of Q1 2025.

  • Savant Capital reported no remaining Tompkins Financial position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 5,671 Tompkins Financial shares in Q1 2025, an estimated $385K.
  • Savant Capital first reported a position in Tompkins Financial in Q2 2023 and held it in 7 quarters.
  • Savant Capital's Tompkins Financial position peaked at $401K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.