Strategic Financial Services’s Tompkins Financial TMP Stock Holding History

Strategic Financial Services’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	$482K	Hold	5,095	–	–	0.02%	109
2026 Q1	$402K	Hold	5,095	–	–	0.02%	116
2025 Q4	$430K	Hold	5,095	–	–	0.02%	106
2025 Q3	$337K	Hold	5,095	–	–	0.02%	110
2025 Q2	$320K	Hold	5,095	–	–	0.02%	115
2025 Q1	$321K	Hold	5,095	–	–	0.02%	109
2024 Q4	$346K	Hold	5,095	–	–	0.02%	109
2024 Q3	$294K	Hold	5,095	–	–	0.02%	111
2024 Q2	$249K	Hold	5,095	–	–	0.02%	117
2024 Q1	$256K	Hold	5,095	–	–	0.02%	112
2023 Q4	$307K	Hold	5,095	–	–	0.02%	103
2023 Q3	$250K	Hold	5,095	–	–	0.02%	109
2023 Q2	$292K	Hold	5,095	–	–	0.02%	108
2023 Q1	$337K	Hold	5,095	–	–	0.03%	101
2022 Q4	$395K	Hold	5,095	–	–	0.03%	93
2022 Q3	$370K	Hold	5,095	–	–	0.03%	97
2022 Q2	$367K	Hold	5,095	–	–	0.03%	101
2022 Q1	$399K	Hold	5,095	–	–	0.03%	100
2021 Q4	$426K	Hold	5,095	–	–	0.03%	103
2021 Q3	$412K	Hold	5,095	–	–	0.03%	98
2021 Q2	$395K	Hold	5,095	–	–	0.03%	103
2021 Q1	$421K	Hold	5,095	–	–	0.04%	98
2020 Q4	$360K	Sell	5,095 -200	-4%	-$12.7K	0.03%	107
2020 Q3	$301K	Hold	5,295	–	–	0.03%	108
2020 Q2	$343K	Hold	5,295	–	–	0.04%	104
2020 Q1	$380K	Hold	5,295	–	–	0.05%	95
2019 Q4	$484K	Hold	5,295	–	–	0.06%	104
2019 Q3	$430K	Sell	5,295 -1,600	-23%	-$128K	0.06%	109
2019 Q2	$563K	Hold	6,895	–	–	0.07%	99
2019 Q1	$525K	Buy	+6,895	New	+$535K	0.07%	100
2014 Q2	–	Sell	-6,330	Closed	-$310K	–	99
2014 Q1	$310K	Buy	+6,330	New	+$306K	0.09%	96

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

Strategic Financial Services's TMP Position: Q2 2026 in Review

Strategic Financial Services held its Tompkins Financial (TMP) position steady in Q2 2026 at 5,095 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #109.

Strategic Financial Services first reported a position in TMP in Q1 2014 and has held it in 31 quarters since. The position peaked at $563K in Q2 2019. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Strategic Financial Services held 5,095 shares of Tompkins Financial worth $482K as of Q2 2026.
Strategic Financial Services left its Tompkins Financial share count unchanged in Q2 2026.
Tompkins Financial made up 0.02% of Strategic Financial Services's portfolio in Q2 2026, its #109 holding.
Strategic Financial Services first reported a position in Tompkins Financial in Q1 2014 and has held it in 31 quarters since.
Strategic Financial Services's Tompkins Financial position peaked at $563K in Q2 2019.
222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.