Rise Advisors »

Tompkins Financial Corporation shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Tompkins Financial Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tompkins Financial Corporation by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $914k 16k 57.79
2024-06-30 $774k 16k 48.90
2024-03-31 $796k 16k 50.29
2023-12-31 $954k 16k 60.23
2023-09-30 $776k 16k 48.99
2023-06-30 $883k 16k 55.70
2023-03-31 $1.0M 16k 66.21
2022-12-31 $1.2M 16k 77.58
2022-09-30 $1.2M 16k 72.63
2022-06-30 $1.1M 16k 72.09
2022-03-31 $1.2M 16k 78.29
2021-12-31 $1.3M 16k 83.58

More positions owned by Rise Advisors

Vanguard Value Etf 0 (VTV)
Vanguard Growth Etf 0 (VUG)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Amazon 0 (AMZN)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Tompkins Financial Corporation

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

View all funds holding Tompkins Financial Corporation