Valley National Advisers’s Tompkins Financial TMP Stock Holding History

Valley National Advisers’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	$22.1K	Hold	234	–	–	﹤0.01%	507
2026 Q1	$18K	Hold	234	–	–	﹤0.01%	520
2025 Q4	$16K	Hold	234	–	–	﹤0.01%	534
2025 Q3	$15K	Hold	234	–	–	﹤0.01%	511
2025 Q2	$14K	Hold	234	–	–	﹤0.01%	517
2025 Q1	$14K	Hold	234	–	–	﹤0.01%	522
2024 Q4	$15K	Hold	234	–	–	﹤0.01%	493
2024 Q3	$13K	Hold	234	–	–	﹤0.01%	495
2024 Q2	$11K	Hold	234	–	–	﹤0.01%	607
2024 Q1	$11K	Hold	234	–	–	﹤0.01%	630
2023 Q4	$14K	Hold	234	–	–	﹤0.01%	599
2023 Q3	$11K	Hold	234	–	–	﹤0.01%	592
2023 Q2	$14K	Hold	234	–	–	﹤0.01%	554
2023 Q1	$14K	Hold	234	–	–	﹤0.01%	553
2022 Q4	$17K	Hold	234	–	–	﹤0.01%	518
2022 Q3	$18K	Hold	234	–	–	﹤0.01%	514
2022 Q2	$17K	Hold	234	–	–	﹤0.01%	509
2022 Q1	$18K	Hold	234	–	–	﹤0.01%	530
2021 Q4	$20K	Hold	234	–	–	﹤0.01%	508
2021 Q3	$19K	Hold	234	–	–	﹤0.01%	504
2021 Q2	$18K	Hold	234	–	–	﹤0.01%	508
2021 Q1	$19K	Hold	234	–	–	﹤0.01%	463
2020 Q4	$17K	Hold	234	–	–	﹤0.01%	464
2020 Q3	$13K	Hold	234	–	–	﹤0.01%	455
2020 Q2	$15K	Hold	234	–	–	﹤0.01%	436
2020 Q1	$17K	Hold	234	–	–	﹤0.01%	406
2019 Q4	$21K	Hold	234	–	–	0.01%	428
2019 Q3	$19K	Hold	234	–	–	0.01%	435
2019 Q2	$19K	Hold	234	–	–	0.01%	409
2019 Q1	$18K	Hold	234	–	–	0.01%	406
2018 Q4	$18K	Hold	234	–	–	0.01%	385
2018 Q3	$19K	Hold	234	–	–	0.01%	371
2018 Q2	$20K	Hold	234	–	–	0.01%	345
2018 Q1	$18K	Hold	234	–	–	0.01%	346
2017 Q4	$19K	Hold	234	–	–	0.01%	336
2017 Q3	$20K	Hold	234	–	–	0.01%	337
2017 Q2	$18K	Hold	234	–	–	0.01%	338
2017 Q1	$19K	Hold	234	–	–	0.01%	329
2016 Q4	$22K	Hold	234	–	–	0.01%	320
2016 Q3	$18K	Hold	234	–	–	0.01%	315
2016 Q2	$15K	Hold	234	–	–	0.01%	341
2016 Q1	$15K	Hold	234	–	–	0.01%	337
2015 Q4	$13K	Hold	234	–	–	0.01%	350
2015 Q3	$12K	Hold	234	–	–	0.01%	358
2015 Q2	$13K	Hold	234	–	–	0.01%	359
2015 Q1	$13K	Hold	234	–	–	0.01%	355
2014 Q4	$12K	Buy	+234	New	+$11.6K	0.01%	268

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valley National Advisers's TMP Position: Q2 2026 in Review

Valley National Advisers held its Tompkins Financial (TMP) position steady in Q2 2026 at 234 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Valley National Advisers first reported a position in TMP in Q4 2014 and has held it in 47 quarters since. 221 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Valley National Advisers held 234 shares of Tompkins Financial worth $22.1K as of Q2 2026.
Valley National Advisers left its Tompkins Financial share count unchanged in Q2 2026.
Tompkins Financial made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #507 holding.
Valley National Advisers first reported a position in Tompkins Financial in Q4 2014 and has held it in 47 quarters since.
221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.