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Waverly Advisors’s Tompkins Financial TMP Stock Holding History

Waverly Advisors’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
2025
Q3 		– Sell
-3,910
Closed -$245K – 1320
2025
Q2 		$245K Sell
3,910
-6
-0.2% -$365 ﹤0.01% 1048
2025
Q1 		$247K Sell
3,916
-2,094
-35% -$140K ﹤0.01% 993
2024
Q4 		$408K Sell
6,010
-1,100
-15% -$76.2K 0.01% 733
2024
Q3 		$411K Sell
7,110
-2,700
-28% -$154K 0.01% 613
2024
Q2 		$480K Sell
9,810
-1,616
-14% -$74.4K 0.01% 585
2024
Q1 		$575K Buy
+11,426
New +$580K 0.01% 453

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waverly Advisors's TMP Position: Q3 2025 in Review

Waverly Advisors sold out of Tompkins Financial (TMP) in Q3 2025, closing a stake of 3,910 shares — an estimated $245K sold.

Waverly Advisors first reported a position in TMP in Q1 2024 and held it in 6 quarters. The position peaked at $575K in Q1 2024. 193 funds tracked by Wall St. Rank hold TMP as of Q3 2025.

  • Waverly Advisors reported no remaining Tompkins Financial position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 3,910 Tompkins Financial shares in Q3 2025, an estimated $245K.
  • Waverly Advisors first reported a position in Tompkins Financial in Q1 2024 and held it in 6 quarters.
  • Waverly Advisors's Tompkins Financial position peaked at $575K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.