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 Q3	$490K	Hold	5,095	–	–	0.02%	100
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Strategic Financial Services's TMP Position: Q3 2026 in Review

Strategic Financial Services held its Tompkins Financial (TMP) position steady in Q3 2026 at 5,095 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #100.

Strategic Financial Services first reported a position in TMP in Q1 2014 and has held it in 32 quarters since. The position peaked at $563K in Q2 2019. 131 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

Strategic Financial Services held 5,095 shares of Tompkins Financial worth $490K as of Q3 2026.
Strategic Financial Services left its Tompkins Financial share count unchanged in Q3 2026.
Tompkins Financial made up 0.02% of Strategic Financial Services's portfolio in Q3 2026, its #100 holding.
Strategic Financial Services first reported a position in Tompkins Financial in Q1 2014 and has held it in 32 quarters since.
Strategic Financial Services's Tompkins Financial position peaked at $563K in Q2 2019.
131 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Strategic Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.