Wealth Enhancement Advisory Services
TMP icon

Wealth Enhancement Advisory Services’s Tompkins Financial TMP Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.5M Buy
27,379
+904
+3% +$77.9K ﹤0.01% 1421
2026
Q1 		$2.13M Sell
26,475
-4,922
-16% -$383K ﹤0.01% 1363
2025
Q4 		$2.29M Sell
31,397
-2,066
-6% -$142K ﹤0.01% 1442
2025
Q3 		$2.19M Buy
33,463
+667
+2% +$44.7K ﹤0.01% 1380
2025
Q2 		$2.19M Sell
32,796
-433
-1% -$26.4K ﹤0.01% 1313
2025
Q1 		$2.09M Sell
33,229
-1,831
-5% -$123K ﹤0.01% 1223
2024
Q4 		$2.38M Buy
35,060
+692
+2% +$48K ﹤0.01% 1093
2024
Q3 		$1.99M Sell
34,368
-854
-2% -$48.8K ﹤0.01% 1053
2024
Q2 		$1.72M Sell
35,222
-581
-2% -$26.8K ﹤0.01% 1051
2024
Q1 		$1.8M Buy
35,803
+575
+2% +$29.2K ﹤0.01% 987
2023
Q4 		$2.12M Sell
35,228
-1,081
-3% -$58.7K 0.01% 876
2023
Q3 		$1.78M Buy
+36,309
New +$1.97M 0.01% 897

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Wealth Enhancement Advisory Services's TMP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Tompkins Financial (TMP) stake by 3.4% in Q2 2026, buying an estimated $77.9K and bringing the position to 27,379 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Wealth Enhancement Advisory Services first reported a position in TMP in Q3 2023 and has held it in 12 quarters since. 221 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,379 shares of Tompkins Financial worth $2.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 904 Tompkins Financial shares in Q2 2026, an estimated $77.9K.
  • Tompkins Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1421 holding.
  • Wealth Enhancement Advisory Services first reported a position in Tompkins Financial in Q3 2023 and has held it in 12 quarters since.
  • 221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.