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SevenBridge Financial Group’s Tompkins Financial TMP Stock Holding History

SevenBridge Financial Group’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
2023
Q3 		– Sell
-12,213
Closed -$680K – 191
2023
Q2 		$680K Sell
12,213
-433
-3% -$24.9K 0.18% 110
2023
Q1 		$837K Hold
12,646
– – 0.23% 98
2022
Q4 		$981K Hold
12,646
– – 0.29% 89
2022
Q3 		$918K Buy
+12,646
New +$946K 0.31% 80

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 $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SevenBridge Financial Group's TMP Position: Q3 2023 in Review

SevenBridge Financial Group sold out of Tompkins Financial (TMP) in Q3 2023, closing a stake of 12,213 shares — an estimated $680K sold.

SevenBridge Financial Group first reported a position in TMP in Q3 2022 and held it in 4 quarters. The position peaked at $981K in Q4 2022. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2023.

  • SevenBridge Financial Group reported no remaining Tompkins Financial position as of Q3 2023 after selling out during the quarter.
  • SevenBridge Financial Group sold 12,213 Tompkins Financial shares in Q3 2023, an estimated $680K.
  • SevenBridge Financial Group first reported a position in Tompkins Financial in Q3 2022 and held it in 4 quarters.
  • SevenBridge Financial Group's Tompkins Financial position peaked at $981K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2023.

Based on SevenBridge Financial Group's 13F filing for Q3 2023, filed 25 Oct 2023.