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Tompkins Financial Corporation shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Tompkins Financial Corporation (TMP) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Tompkins Financial Corporation

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All positions including Tompkins Financial Corporation held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tompkins Financial Corporation by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $105k 1.7k 60.23
2021-12-31 $3.1M 37k 83.59
2021-09-30 $2.9M 36k 80.91
2021-06-30 $2.8M 36k 77.57
2021-03-31 $222k 2.7k 82.68
2020-12-31 $190k 2.7k 70.76
2020-09-30 $153k 2.7k 56.98
2020-06-30 $174k 2.7k 64.80

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Tompkins Financial Corporation

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

View all funds holding Tompkins Financial Corporation