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Tompkins Financial Corporation shares owned by Cooper/haims Advisors

Quarter-by-quarter ownership of Tompkins Financial Corporation (TMP) shares owned by Cooper/haims Advisors from 13F filings

Historical chart of Cooper/haims Advisors investment in Tompkins Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Tompkins Financial Corporation held by Cooper/haims Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tompkins Financial Corporation by Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 2.6k 78.84
2023-09-30 $393k 8.0k 48.99
2018-06-30 $269k 3.1k 85.94
2018-03-31 $378k 5.0k 75.83

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Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Paychex (PAYX)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)

View all positions for Cooper/haims Advisors

Top funds holding Tompkins Financial Corporation

BlackRock
Vanguard Group
State Street Corporation
Tompkins Financial Corp
Vanguard Portfolio Management
Dimensional Fund Advisors
Vanguard Capital Management
Geode Capital Management
American Century Companies
Morgan Stanley
Northern Trust
Charles Schwab Investment Management
Cornell Pochily Investment Advisors
Bank of New York Mellon
Hillsdale Investment Management

View all funds holding Tompkins Financial Corporation