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TritonPoint Wealth’s Tompkins Financial TMP Stock Holding History

TritonPoint Wealth’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
Q1 		$373K Hold
4,736
– – 0.04% 200
2025
Q4 		$343K Hold
4,736
– – 0.03% 208
2025
Q3 		$314K Hold
4,736
– – 0.03% 288
2025
Q2 		$297K Hold
4,736
– – 0.03% 286
2025
Q1 		$298K Hold
4,736
– – 0.03% 273
2024
Q4 		$321K Hold
4,736
– – 0.03% 262
2024
Q3 		$272K Sell
4,736
-1
-0% -$57 0.02% 280
2024
Q2 		$232K Hold
4,737
– – 0.02% 294
2024
Q1 		$285K Hold
4,737
– – 0.03% 266
2023
Q4 		$285K Buy
+4,737
New +$257K 0.03% 273

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

TritonPoint Wealth's TMP Position: Q1 2026 in Review

TritonPoint Wealth held its Tompkins Financial (TMP) position steady in Q1 2026 at 4,736 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #200.

TritonPoint Wealth first reported a position in TMP in Q4 2023 and has held it in 10 quarters since. 206 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • TritonPoint Wealth held 4,736 shares of Tompkins Financial worth $373K as of Q1 2026.
  • TritonPoint Wealth left its Tompkins Financial share count unchanged in Q1 2026.
  • Tompkins Financial made up 0.04% of TritonPoint Wealth's portfolio in Q1 2026, its #200 holding.
  • TritonPoint Wealth first reported a position in Tompkins Financial in Q4 2023 and has held it in 10 quarters since.
  • 206 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.