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Tompkins Financial Corporation shares owned by Rialto Wealth Management

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

Historical chart of Rialto Wealth Management investment in Tompkins Financial Corporation

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

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Quarterly reported holdings in Tompkins Financial Corporation by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 200 72.52
2025-09-30 $13k 200 66.21
2025-06-30 $13k 200 62.73
2025-03-31 $13k 200 62.98
2024-12-31 $14k 200 67.83

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Spdr Series Trust State Street Spd (SPTM)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Rialto Wealth Management

Top funds holding Tompkins Financial Corporation

BlackRock
Vanguard Group
State Street Corporation
Tompkins Financial Corp
Dimensional Fund Advisors
Geode Capital Management
American Century Companies
Northern Trust
Cornell Pochily Investment Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Hotchkis and Wiley Capital Management
Goldman Sachs Group
ProShare Advisors
John G.Ullman & Associates

View all funds holding Tompkins Financial Corporation