Sterling Investment Counsel’s Tompkins Financial TMP Stock Holding History

Sterling Investment Counsel’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	$375K	Sell	3,968 -4,312	-52%	-$371K	0.09%	128
2026 Q1	$653K	Sell	8,280 -1,000	-11%	-$77.8K	0.18%	85
2025 Q4	$673K	Sell	9,280 -1,000	-10%	-$68.6K	0.19%	81
2025 Q3	$681K	Buy	10,280 +25	+0.2%	+$1.68K	0.22%	74
2025 Q2	$643K	Sell	10,255 -25	-0.2%	-$1.52K	0.38%	46
2025 Q1	$647K	Buy	10,280 +25	+0.2%	+$1.67K	0.22%	80
2024 Q4	$696K	Sell	10,255 -1,139	-10%	-$78.9K	0.46%	36
2024 Q3	$658K	Hold	11,394	–	–	0.23%	71
2024 Q2	$557K	Hold	11,394	–	–	0.22%	74
2024 Q1	$573K	Hold	11,394	–	–	0.26%	71
2023 Q4	$686K	Hold	11,394	–	–	0.35%	53
2023 Q3	$558K	Sell	11,394 -2,000	-15%	-$108K	0.32%	60
2023 Q2	$746K	Hold	13,394	–	–	0.4%	44
2023 Q1	$887K	Hold	13,394	–	–	0.53%	35
2022 Q4	$1.04M	Hold	13,394	–	–	0.64%	29
2022 Q3	$973K	Buy	+13,394	New	+$1M	0.71%	27

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

Sterling Investment Counsel's TMP Position: Q2 2026 in Review

Sterling Investment Counsel reduced its Tompkins Financial (TMP) stake by 52% in Q2 2026, selling an estimated $371K and leaving 3,968 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #128.

Sterling Investment Counsel first reported a position in TMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2022. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Sterling Investment Counsel held 3,968 shares of Tompkins Financial worth $375K as of Q2 2026.
Sterling Investment Counsel sold 4,312 Tompkins Financial shares in Q2 2026, an estimated $371K.
Tompkins Financial made up 0.09% of Sterling Investment Counsel's portfolio in Q2 2026, its #128 holding.
Sterling Investment Counsel first reported a position in Tompkins Financial in Q3 2022 and has held it in 16 quarters since.
Sterling Investment Counsel's Tompkins Financial position peaked at $1.04M in Q4 2022.
222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.