Wellington Management Group
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Wellington Management Group’s Tompkins Financial TMP Stock Holding History

Wellington Management Group’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
-59,850
Closed -$3.75M – 2110
2025
Q2 		$3.75M Sell
59,850
-1,850
-3% -$113K ﹤0.01% 1444
2025
Q1 		$3.89M Buy
61,700
+21,258
+53% +$1.42M ﹤0.01% 1419
2024
Q4 		$2.74M Buy
+40,442
New +$2.8M ﹤0.01% 1492

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 $3.37T AUM 44.26% 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 $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

Wellington Management Group's TMP Position: Q3 2025 in Review

Wellington Management Group sold out of Tompkins Financial (TMP) in Q3 2025, closing a stake of 59,850 shares — an estimated $3.75M sold.

Wellington Management Group first reported a position in TMP in Q4 2024 and held it in 3 quarters. The position peaked at $3.89M in Q1 2025. 193 funds tracked by Wall St. Rank hold TMP as of Q3 2025.

  • Wellington Management Group reported no remaining Tompkins Financial position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 59,850 Tompkins Financial shares in Q3 2025, an estimated $3.75M.
  • Wellington Management Group first reported a position in Tompkins Financial in Q4 2024 and held it in 3 quarters.
  • Wellington Management Group's Tompkins Financial position peaked at $3.89M in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.