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Tompkins Financial Corporation shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Tompkins Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tompkins Financial Corporation by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0k 33 60.20
2023-12-31 $2.0k 33 60.20
2023-03-31 $1.5k 23 66.22
2022-12-31 $3.1k 40 78.12
2022-09-30 $2.2k 43 50.00
2022-06-30 $3.0k 44 68.18
2022-03-31 $4.0k 49 81.63
2021-12-31 $4.0k 49 81.63

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Top funds holding Tompkins Financial Corporation

BlackRock
Vanguard Group
Tompkins Financial Corp
Dimensional Fund Advisors
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
ProShare Advisors
Northern Trust
Bank of New York Mellon
Cornell Pochily Investment Advisors
John G.Ullman & Associates
American Century Companies
Principal Financial Group
State of New Jersey Common Pension Fund D

View all funds holding Tompkins Financial Corporation