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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Sterling Investment Counsel's TMP Position: Q1 2026 in Review

Sterling Investment Counsel reduced its Tompkins Financial (TMP) stake by 11% in Q1 2026, selling an estimated $77.8K and leaving 8,280 shares worth $653K. The position accounts for 0.18% of the portfolio, ranked #85.

Sterling Investment Counsel first reported a position in TMP in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2022. 206 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

Sterling Investment Counsel held 8,280 shares of Tompkins Financial worth $653K as of Q1 2026.
Sterling Investment Counsel sold 1,000 Tompkins Financial shares in Q1 2026, an estimated $77.8K.
Tompkins Financial made up 0.18% of Sterling Investment Counsel's portfolio in Q1 2026, its #85 holding.
Sterling Investment Counsel first reported a position in Tompkins Financial in Q3 2022 and has held it in 15 quarters since.
Sterling Investment Counsel's Tompkins Financial position peaked at $1.04M in Q4 2022.
206 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Sterling Investment Counsel's 13F filing for Q1 2026, filed 16 Apr 2026.