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
Q3 		$3.18K Hold
33
– – ﹤0.01% 1508
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

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's TMP Position: Q3 2026 in Review

True Wealth Design held its Tompkins Financial (TMP) position steady in Q3 2026 at 33 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

True Wealth Design first reported a position in TMP in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • True Wealth Design held 33 shares of Tompkins Financial worth $3.18K as of Q3 2026.
  • True Wealth Design left its Tompkins Financial share count unchanged in Q3 2026.
  • Tompkins Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1508 holding.
  • True Wealth Design first reported a position in Tompkins Financial in Q1 2025 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.