Tompkins Financial Corp.
Tompkins Financial Corporation, founded in 1836 and headquartered in Ithaca, NY, is a diversified financial services holding company with approximately $8.4 billion in assets. It is publicly traded on the NYSE under the symbol TMP. The firm operates through multiple subsidiaries providing banking, insurance, and wealth management services across more than 54 offices in New York and Pennsylvania. Tompkins serves individuals, families, and businesses, emphasizing personalized solutions, local decision making, and community investment. The company employs approximately 1,000 people and has a long-standing history of responsible growth and community engagement.
Investment Strategy
Tompkins Financial Corporation follows a community-focused, diversified financial services strategy encompassing banking, insurance, and wealth management. In banking, it provides local lending and deposit services, reinvesting client deposits into loans for local families and businesses. Its insurance division delivers personalized coverage solutions, while the wealth management arm offers comprehensive, holistic investment and estate planning centered on client needs, long-term wealth preservation, and generational transfer. The group is committed to sustainable growth, responsible risk management, community reinvestment, and supporting customers through major financial milestones. Recent initiatives include a focus on climate-related finance and education to help clients access sustainable energy solutions.
Top Holdings
Equity Positions (541)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWL | ISHARES TR | 7.68% | $91.8M | 552,851 | $120.57 | $166.10 | +$7.0M |
V VTHR | VANGUARD SCOTTSDALE FDS | 6.81% | $81.4M | 276,690 | $260.30 | $294.32 | +$21.4M |
T TMP | TOMPKINS FINL CORP | 6.34% | $75.8M | 1,145,314 | $78.20 | $66.21 | +$4.0M |
M MSFT | MICROSOFT CORP | 5.09% | $60.8M | 117,403 | $299.30 | $517.95 | +$1.3M |
N NVDA | NVIDIA CORPORATION | 4.24% | $50.7M | 271,689 | $44.46 | $186.58 | +$7.5M |