Tompkins Financial’s Tompkins Financial TMP Stock Holding History

Tompkins Financial’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	$106M	Sell	1,117,319 -2,024	-0.2%	-$174K	7.39%	1
2026 Q1	$88.2M	Sell	1,119,343 -16,716	-1%	-$1.3M	7.03%	1
2025 Q4	$82.4M	Sell	1,136,059 -9,255	-0.8%	-$635K	6.41%	3
2025 Q3	$75.8M	Buy	1,145,314 +286	+0%	+$19.2K	6.34%	3
2025 Q2	$71.8M	Sell	1,145,028 -14,784	-1%	-$900K	6.6%	2
2025 Q1	$73M	Buy	1,159,812 +19,034	+2%	+$1.27M	6.99%	2
2024 Q4	$77.4M	Sell	1,140,778 -11,177	-1%	-$775K	7.2%	2
2024 Q3	$66.6M	Sell	1,151,955 -30,066	-3%	-$1.72M	6.38%	2
2024 Q2	$57.8M	Buy	1,182,021 +2,133	+0.2%	+$98.3K	6.05%	2
2024 Q1	$59.3M	Sell	1,179,888 -1,129	-0.1%	-$57.3K	6.71%	2
2023 Q4	$71.1M	Buy	1,181,017 +18,305	+2%	+$994K	8.62%	2
2023 Q3	$57M	Buy	1,162,712 +98	+0%	+$5.32K	8.97%	1
2023 Q2	$64.8M	Sell	1,162,614 -11,582	-1%	-$666K	10.14%	1
2023 Q1	$77.7M	Sell	1,174,196 -10,374	-0.9%	-$763K	12.65%	1
2022 Q4	$91.9M	Sell	1,184,570 -2,077	-0.2%	-$165K	14.52%	1
2022 Q3	$86.2M	Sell	1,186,647 -1,346	-0.1%	-$101K	14.54%	1
2022 Q2	$85.7M	Sell	1,187,993 -48,898	-4%	-$3.62M	13.77%	1
2022 Q1	$96.8M	Buy	1,236,891 +988,410	+398%	+$79.6M	13.65%	1
2021 Q4	$20.8M	Sell	248,481 -6,510	-3%	-$534K	3.68%	4
2021 Q3	$20.6M	Buy	+254,991	New	+$19.8M	3.77%	5
2021 Q1	$35.1M	Sell	424,493 -11,507	-3%	-$906K	5.94%	1
2020 Q4	$30.8M	Buy	436,000 +984	+0.2%	+$62.3K	5.54%	2
2020 Q3	$24.7M	Buy	435,016 +29,990	+7%	+$1.91M	4.75%	2
2020 Q2	$26.2M	Buy	405,026 +33	+0%	+$2.15K	5.51%	1
2020 Q1	$29.1M	Sell	404,993 -47,900	-11%	-$3.97M	6.71%	1
2019 Q4	$41.4M	Sell	452,893 -13,470	-3%	-$1.16M	7.59%	1
2019 Q3	$37.8M	Sell	466,363 -6,236	-1%	-$499K	7.69%	1
2019 Q2	$38.6M	Sell	472,599 -5,007	-1%	-$397K	7.75%	1
2019 Q1	$36.3M	Buy	477,606 +6,848	+1%	+$532K	6.9%	2
2018 Q4	$35.3M	Sell	470,758 -430	-0.1%	-$32.9K	7.8%	1
2018 Q3	$38.3M	Sell	471,188 -842	-0.2%	-$72.8K	7.85%	1
2018 Q2	$40.5M	Buy	472,030 +1,199	+0.3%	+$98.4K	8.74%	1
2018 Q1	$35.7M	Sell	470,831 -6,093	-1%	-$490K	7.99%	1
2017 Q4	$38.8M	Sell	476,924 -21,860	-4%	-$1.86M	8.89%	1
2017 Q3	$43M	Buy	498,784 +477	+0.1%	+$37.1K	10.17%	1
2017 Q2	$39.2M	Sell	498,307 -5,648	-1%	-$455K	9.87%	1
2017 Q1	$40.6M	Sell	503,955 -4,861	-1%	-$427K	10.3%	1
2016 Q4	$48.1M	Sell	508,816 -15,012	-3%	-$1.26M	12.6%	1
2016 Q3	$40M	Sell	523,828 -5,209	-1%	-$372K	11.47%	1
2016 Q2	$34.4M	Sell	529,037 -3,967	-0.7%	-$260K	10.17%	1
2016 Q1	$34.1M	Sell	533,004 -7,794	-1%	-$444K	10.78%	1
2015 Q4	$30.4M	Sell	540,798 -5,223	-1%	-$301K	9.67%	1
2015 Q3	$29.1M	Buy	546,021 +29,052	+6%	+$1.55M	9.42%	1
2015 Q2	$27.8M	Buy	516,969 +4,410	+0.9%	+$233K	7.55%	3
2015 Q1	$27.6M	Sell	512,559 -7,024	-1%	-$370K	6.91%	3
2014 Q4	$28.7M	Sell	519,583 -8,896	-2%	-$439K	7.16%	3
2014 Q3	$23.3M	Sell	528,479 -1,233	-0.2%	-$56.1K	6.1%	3
2014 Q2	$25.5M	Sell	529,712 -5,673	-1%	-$269K	6.31%	3
2014 Q1	$26.2M	Sell	535,385 -4,696	-0.9%	-$227K	6.63%	3
2013 Q4	$27.8M	Buy	540,081 +4,891	+0.9%	+$238K	7.19%	3
2013 Q3	$24.7M	Buy	535,190 +2,899	+0.5%	+$131K	6.91%	3
2013 Q2	$24M	Buy	+532,291	New	+$22.2M	7.27%	2

Other funds holding TMP

CPIA

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

VCM

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