ASSETMARK, INC

Position in TMP — Tompkins Financial Corp

CIK 1344551 CONCORD, CA

Position in TMP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$189

+$32 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#214

of 219 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $276,227,869 across 141 Banks - Regional names. TMP ranks #138 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	1,808,380	$126,713,186
2	LYG	Lloyds Banking Group plc	4,635,820	$27,026,830
3	USB	US Bancorp De	388,871	$23,487,808
4	TFC	Truist Financial Corp	358,572	$17,864,057
5	PNC	Pnc Financial Services Group, Inc.	50,895	$12,531,366
6	BAP	Credicorp Ltd	29,444	$11,470,793
7	FITB	Fifth Third Bancorp	184,516	$10,401,166
8	DB	Deutsche Bank Aktiengesellschaft	188,147	$6,351,842

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189	2	0.0%	Shares	Sole	2026-07-30
2026-03-31	$157	2	0.0%	Shares	Sole	2026-05-06
2025-12-31	$145	2	-98.5%	Shares	Sole	2026-01-23
2022-06-30	$9,445	131	+138.2%	Shares	Sole	2022-08-03
2022-03-31	$4,304	55	-11.3%	Shares	Sole	2022-05-13
2021-12-31	$5,181	62	-1.6%	Shares	Sole	2022-02-14
2021-09-30	$5,097	63	0.0%	Shares	Sole	2021-11-12
2021-06-30	$4,886	63	-4.5%	Shares	Sole	2021-08-16
2021-03-31	$5,458	66	+6.5%	Shares	Sole	2021-05-14
2020-12-31	$4,377	62	+24.0%	Shares	Sole	2021-02-10
2020-09-30	$2,840	50	0.0%	Shares	Sole	2020-11-13
2020-06-30	$3,238	50	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.