Waldron Private Wealth’s Tompkins Financial TMP Stock Holding History

Waldron Private 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 Q2	$836K	Hold	8,841	–	–	0.03%	164
2026 Q1	$697K	Sell	8,841 -1,925	-18%	-$150K	0.03%	180
2025 Q4	$781K	Hold	10,766	–	–	0.03%	165
2025 Q3	$713K	Hold	10,766	–	–	0.03%	170
2025 Q2	$675K	Hold	10,766	–	–	0.03%	167
2025 Q1	$678K	Hold	10,766	–	–	0.03%	160
2024 Q4	$730K	Hold	10,766	–	–	0.03%	201
2024 Q3	$622K	Hold	10,766	–	–	0.03%	225
2024 Q2	$526K	Hold	10,766	–	–	0.02%	227
2024 Q1	$541K	Hold	10,766	–	–	0.02%	228
2023 Q4	$648K	Hold	10,766	–	–	0.03%	201
2023 Q3	$527K	Buy	+10,766	New	+$584K	0.03%	221
2023 Q2	–	Sell	-10,766	Closed	-$713K	–	420
2023 Q1	$713K	Hold	10,766	–	–	0.03%	209
2022 Q4	$781K	Hold	10,766	–	–	0.05%	182
2022 Q3	$781K	Hold	10,766	–	–	0.05%	182
2022 Q2	$776K	Hold	10,766	–	–	0.04%	191
2022 Q1	$842K	Hold	10,766	–	–	0.04%	200
2021 Q4	$899K	Hold	10,766	–	–	0.04%	192
2021 Q3	$871K	Hold	10,766	–	–	0.05%	162
2021 Q2	$835K	Buy	+10,766	New	+$867K	0.05%	156

Other funds holding TMP

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

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 $59.8B AUM 29.42% 1-Year Est. Return

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 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

Waldron Private Wealth's TMP Position: Q2 2026 in Review

Waldron Private Wealth held its Tompkins Financial (TMP) position steady in Q2 2026 at 8,841 shares worth $836K. The position accounts for 0.03% of the portfolio, ranked #164.

Waldron Private Wealth first reported a position in TMP in Q2 2021 and has held it in 20 quarters since. The position peaked at $899K in Q4 2021. 27 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

Waldron Private Wealth held 8,841 shares of Tompkins Financial worth $836K as of Q2 2026.
Waldron Private Wealth left its Tompkins Financial share count unchanged in Q2 2026.
Tompkins Financial made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #164 holding.
Waldron Private Wealth first reported a position in Tompkins Financial in Q2 2021 and has held it in 20 quarters since.
Waldron Private Wealth's Tompkins Financial position peaked at $899K in Q4 2021.
27 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.