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Tompkins Financial Corporation shares owned by Creative Planning

Quarter-by-quarter ownership of Tompkins Financial Corporation (TMP) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Tompkins Financial Corporation

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All positions including Tompkins Financial Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tompkins Financial Corporation by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $429k 7.1k 60.23
2015-12-31 $12k 211 56.87
2015-09-30 $3.0k 50 60.00
2014-09-30 $0 11 0.00

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
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Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Tompkins Financial Corporation

Vanguard Group
Tompkins Financial Corp
Dimensional Fund Advisors
Charles Schwab Investment Management
ProShare Advisors
Bank of New York Mellon
Cornell Pochily Investment Advisors
John G.Ullman & Associates
Principal Financial Group
State of New Jersey Common Pension Fund D
Bank of America Corporation
Rhumbline Advisers
UBS Group
Wealth Enhancement Advisory Services
Goldman Sachs Group

View all funds holding Tompkins Financial Corporation