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Wealthspire Advisors (New York)’s Tompkins Financial TMP Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-619
Closed -$41K – 2731
2025
Q3 		$41K Buy
+619
New +$41.5K ﹤0.01% 1325

Other funds holding TMP

BlackRock
BlackRock New York $5.72T 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
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s TMP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Tompkins Financial (TMP) in Q4 2025, closing a stake of 619 shares — an estimated $41K sold.

Wealthspire Advisors (New York) first reported a position in TMP in Q3 2025 and held it in 1 quarter. The position peaked at $41K in Q3 2025. 197 funds tracked by Wall St. Rank hold TMP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Tompkins Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 619 Tompkins Financial shares in Q4 2025, an estimated $41K.
  • Wealthspire Advisors (New York) first reported a position in Tompkins Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Tompkins Financial position peaked at $41K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.