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Wilmington Savings Fund Society’s Tompkins Financial TMP Stock Holding History

Wilmington Savings Fund Society’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
Q2 		– Sell
-400
Closed -$25.2K – 2143
2025
Q1 		$25.2K Hold
400
– – ﹤0.01% 1403
2024
Q4 		$27.1K Buy
+400
New +$27.7K ﹤0.01% 1420

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilmington Savings Fund Society's TMP Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of Tompkins Financial (TMP) in Q2 2025, closing a stake of 400 shares — an estimated $25.2K sold.

Wilmington Savings Fund Society first reported a position in TMP in Q4 2024 and held it in 2 quarters. The position peaked at $27.1K in Q4 2024. 186 funds tracked by Wall St. Rank hold TMP as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining Tompkins Financial position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 400 Tompkins Financial shares in Q2 2025, an estimated $25.2K.
  • Wilmington Savings Fund Society first reported a position in Tompkins Financial in Q4 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Tompkins Financial position peaked at $27.1K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.