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Tompkins Financial Corporation shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Tompkins Financial Corporation (TMP) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Tompkins Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Tompkins Financial Corporation held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tompkins Financial Corporation by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.8k 56 67.84
2024-09-30 $3.2k 56 57.80
2024-03-31 $603 12 50.33
2023-12-31 $723 12 60.25

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Tompkins Financial Corporation

BlackRock
State Street Corporation
Vanguard Group
Tompkins Financial Corp
Dimensional Fund Advisors
Geode Capital Management
Morgan Stanley
Northern Trust
Charles Schwab Investment Management
Bank of New York Mellon
American Century Companies
Cornell Pochily Investment Advisors
Hotchkis and Wiley Capital Management
Jpmorgan Chase & Co
ProShare Advisors

View all funds holding Tompkins Financial Corporation