Stephens Consulting’s Tompkins Financial TMP Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-5	Closed	-$315	–	1937
2025 Q1	$315	Buy	+5	New	+$335	﹤0.01%	1460

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stephens Consulting's TMP Position: Q2 2025 in Review

Stephens Consulting sold out of Tompkins Financial (TMP) in Q2 2025, closing a stake of 5 shares — an estimated $315 sold.

Stephens Consulting first reported a position in TMP in Q1 2025 and held it in 1 quarter. The position peaked at $315 in Q1 2025. 186 funds tracked by Wall St. Rank hold TMP as of Q2 2025.

Stephens Consulting reported no remaining Tompkins Financial position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 Tompkins Financial shares in Q2 2025, an estimated $315.
Stephens Consulting first reported a position in Tompkins Financial in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Tompkins Financial position peaked at $315 in Q1 2025.
186 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.