WA
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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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return