Tompkins Financial’s Chimera Investment CIM Stock Holding History

Tompkins Financial’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.95K	Hold	746	–	–	﹤0.01%	454
2026 Q1	$9.36K	Hold	746	–	–	﹤0.01%	456
2025 Q4	$9.27K	Buy	+746	New	+$9.48K	﹤0.01%	452
2023 Q4	–	Sell	-1,000	Closed	-$16.4K	–	657
2023 Q3	$16.4K	Hold	1,000	–	–	﹤0.01%	418
2023 Q2	$17.3K	Hold	1,000	–	–	﹤0.01%	426
2023 Q1	$16.9K	Hold	1,000	–	–	﹤0.01%	436
2022 Q4	$17K	Hold	1,000	–	–	﹤0.01%	425
2022 Q3	$16K	Hold	1,000	–	–	﹤0.01%	431
2022 Q2	$26K	Hold	1,000	–	–	﹤0.01%	392
2022 Q1	$36K	Buy	+1,000	New	+$39.8K	0.01%	380
2015 Q1	–	Sell	-233	Closed	-$11K	–	527
2014 Q4	$11K	Hold	233	–	–	﹤0.01%	372
2014 Q3	$11K	Buy	+233	New	+$11.2K	﹤0.01%	369

Other funds holding CIM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return