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Whitney & Co’s Tompkins Financial TMP Stock Holding History

Whitney & Co’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 		$494K Sell
5,230
-150
-3% -$12.9K 0.04% 126
2026
Q1 		$424K Sell
5,380
-250
-4% -$19.4K 0.04% 129
2025
Q4 		$408K Sell
5,630
-100
-2% -$6.86K 0.03% 130
2025
Q3 		$379K Hold
5,730
– – 0.03% 106
2025
Q2 		$359K Hold
5,730
– – 0.04% 102
2025
Q1 		$361K Sell
5,730
-300
-5% -$20.1K 0.04% 100
2024
Q4 		$409K Sell
6,030
-100
-2% -$6.93K 0.04% 93
2024
Q3 		$354K Sell
6,130
-600
-9% -$34.3K 0.04% 99
2024
Q2 		$329K Sell
6,730
-3,100
-32% -$143K 0.04% 100
2024
Q1 		$494K Sell
9,830
-3,250
-25% -$165K 0.06% 90
2023
Q4 		$788K Sell
13,080
-500
-4% -$27.2K 0.1% 71
2023
Q3 		$665K Sell
13,580
-550
-4% -$29.8K 0.1% 76
2023
Q2 		$787K Sell
14,130
-1,400
-9% -$80.5K 0.11% 72
2023
Q1 		$1.03M Sell
15,530
-800
-5% -$58.9K 0.16% 65
2022
Q4 		$1.27M Sell
16,330
-150
-0.9% -$12K 0.23% 61
2022
Q3 		$1.2M Sell
16,480
-680
-4% -$50.9K 0.23% 62
2022
Q2 		$1.24M Hold
17,160
– – 0.23% 62
2022
Q1 		$1.34M Sell
17,160
-100
-0.6% -$8.06K 0.21% 64
2021
Q4 		$1.44M Sell
17,260
-1,900
-10% -$156K 0.21% 64
2021
Q3 		$1.55M Sell
19,160
-450
-2% -$34.9K 0.25% 62
2021
Q2 		$1.52M Sell
19,610
-1,469
-7% -$118K 0.24% 60
2021
Q1 		$1.74M Sell
21,079
-150
-0.7% -$11.8K 0.31% 58
2020
Q4 		$1.54M Sell
21,229
-923
-4% -$58.5K 0.25% 63
2020
Q3 		$1.26M Sell
22,152
-1,050
-5% -$66.8K 0.24% 60
2020
Q2 		$1.5M Sell
23,202
-1,450
-6% -$94.6K 0.31% 57
2020
Q1 		$1.77M Sell
24,652
-2,970
-11% -$246K 0.44% 53
2019
Q4 		$2.53M Sell
27,622
-490
-2% -$42.4K 0.5% 57
2019
Q3 		$2.5M Sell
28,112
-1,150
-4% -$92K 0.52% 56
2019
Q2 		$2.39M Sell
29,262
-757
-3% -$60K 0.54% 58
2019
Q1 		$2.42M Sell
30,019
-7,750
-21% -$602K 0.55% 56
2018
Q4 		$2.9M Sell
37,769
-8,150
-18% -$624K 0.74% 47
2018
Q3 		$3.51M Sell
45,919
-2,475
-5% -$214K 0.85% 52
2018
Q2 		$4.16M Sell
48,394
-6,880
-12% -$565K 1.11% 39
2018
Q1 		$4.19M Sell
55,274
-4,240
-7% -$341K 1.2% 34
2017
Q4 		$4.84M Sell
59,514
-3,250
-5% -$276K 1.4% 27
2017
Q3 		$4.94M Hold
62,764
– – 1.66% 21
2017
Q2 		$4.94M Buy
62,764
+1,647
+3% +$133K 1.62% 21
2017
Q1 		$4.92M Buy
61,117
+175
+0.3% +$15.4K 1.79% 16
2016
Q4 		$5.76M Sell
60,942
-6,205
-9% -$520K 2.17% 8
2016
Q3 		$5.13M Sell
67,147
-940
-1% -$67.2K 2.05% 10
2016
Q2 		$4.43M Sell
68,087
-1,603
-2% -$105K 1.8% 19
2016
Q1 		$4.46M Sell
69,690
-300
-0.4% -$17.1K 1.91% 13
2015
Q4 		$3.93M Sell
69,990
-1,390
-2% -$80.1K 1.72% 15
2015
Q3 		$3.81M Buy
71,380
+400
+0.6% +$21.3K 1.72% 14
2015
Q2 		$3.81M Sell
70,980
-250
-0.4% -$13.2K 1.66% 17
2015
Q1 		$3.84M Buy
71,230
+580
+0.8% +$30.5K 1.72% 14
2014
Q4 		$3.91M Sell
70,650
-298
-0.4% -$14.7K 1.75% 15
2014
Q3 		$3.13M Buy
70,948
+650
+0.9% +$29.6K 1.44% 30
2014
Q2 		$3.39M Buy
70,298
+4,930
+8% +$233K 1.56% 25
2014
Q1 		$3.2M Buy
65,368
+100
+0.2% +$4.84K 1.61% 25
2013
Q4 		$3.35M Buy
65,268
+10,182
+18% +$496K 1.85% 20
2013
Q3 		$2.55M Buy
55,086
+1,850
+3% +$83.9K 1.78% 27
2013
Q2 		$2.41M Buy
+53,236
New +$2.22M 1.76% 26

Other funds holding TMP

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Whitney & Co's TMP Position: Q2 2026 in Review

Whitney & Co reduced its Tompkins Financial (TMP) stake by 2.8% in Q2 2026, selling an estimated $12.9K and leaving 5,230 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #126.

Whitney & Co first reported a position in TMP in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.76M in Q4 2016. 65 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Whitney & Co held 5,230 shares of Tompkins Financial worth $494K as of Q2 2026.
  • Whitney & Co sold 150 Tompkins Financial shares in Q2 2026, an estimated $12.9K.
  • Tompkins Financial made up 0.04% of Whitney & Co's portfolio in Q2 2026, its #126 holding.
  • Whitney & Co first reported a position in Tompkins Financial in Q2 2013 and has held it in 53 quarters since.
  • Whitney & Co's Tompkins Financial position peaked at $5.76M in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.