TWD
TMP icon

True Wealth Design’s Tompkins Financial TMP Stock Holding History

True Wealth Design’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 		$3.12K Hold
33
– – ﹤0.01% 1522
2026
Q1 		$2.6K Hold
33
– – ﹤0.01% 1435
2025
Q4 		$2.39K Buy
33
+11
+50% +$754 ﹤0.01% 1385
2025
Q3 		$1.46K Buy
22
+19
+633% +$1.27K ﹤0.01% 1604
2025
Q2 		$189 Hold
3
– – ﹤0.01% 2094
2025
Q1 		$189 Buy
+3
New +$201 ﹤0.01% 1985

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

True Wealth Design's TMP Position: Q2 2026 in Review

True Wealth Design held its Tompkins Financial (TMP) position steady in Q2 2026 at 33 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

True Wealth Design first reported a position in TMP in Q1 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • True Wealth Design held 33 shares of Tompkins Financial worth $3.12K as of Q2 2026.
  • True Wealth Design left its Tompkins Financial share count unchanged in Q2 2026.
  • Tompkins Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1522 holding.
  • True Wealth Design first reported a position in Tompkins Financial in Q1 2025 and has held it in 6 quarters since.
  • 221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.