TF
RMR icon

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
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

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return