Tompkins Financial’s The RMR Group RMR Stock Holding History

Tompkins Financial’s Portfolio RMR Stock Details RMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$886	Hold	49	–	–	﹤0.01%	547
2026 Q2	$1.01K	Hold	49	–	–	﹤0.01%	532
2026 Q1	$758	Hold	49	–	–	﹤0.01%	545
2025 Q4	$730	Hold	49	–	–	﹤0.01%	612
2025 Q3	$771	Hold	49	–	–	﹤0.01%	526
2025 Q2	$801	Hold	49	–	–	﹤0.01%	526
2025 Q1	$816	Hold	49	–	–	﹤0.01%	541
2024 Q4	$1.01K	Hold	49	–	–	﹤0.01%	503
2024 Q3	$1.24K	Hold	49	–	–	﹤0.01%	546
2024 Q2	$1.11K	Hold	49	–	–	﹤0.01%	557
2024 Q1	$1.18K	Hold	49	–	–	﹤0.01%	592
2023 Q4	$1.38K	Hold	49	–	–	﹤0.01%	602
2023 Q3	$1.2K	Hold	49	–	–	﹤0.01%	549
2023 Q2	$1.14K	Hold	49	–	–	﹤0.01%	574
2023 Q1	$1.29K	Hold	49	–	–	﹤0.01%	600
2022 Q4	$1K	Hold	49	–	–	﹤0.01%	596
2022 Q3	$1K	Hold	49	–	–	﹤0.01%	584
2022 Q2	$1K	Hold	49	–	–	﹤0.01%	568
2022 Q1	$2K	Buy	+49	New	+$1.53K	﹤0.01%	573

Other funds holding RMR

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Tompkins Financial's RMR Position: Q3 2026 in Review

Tompkins Financial held its The RMR Group (RMR) position steady in Q3 2026 at 49 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Tompkins Financial first reported a position in RMR in Q1 2022 and has held it in 19 quarters since. The position peaked at $2K in Q1 2022. 12 funds tracked by Wall St. Rank hold RMR as of Q3 2026.

Tompkins Financial held 49 shares of The RMR Group worth $886 as of Q3 2026.
Tompkins Financial left its The RMR Group share count unchanged in Q3 2026.
The RMR Group made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #547 holding.
Tompkins Financial first reported a position in The RMR Group in Q1 2022 and has held it in 19 quarters since.
Tompkins Financial's The RMR Group position peaked at $2K in Q1 2022.
12 funds tracked by Wall St. Rank held The RMR Group as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.