Chicago Partners Investment Group LLC

Position in TMP — Tompkins Financial Corp

CIK 1563525 CHICAGO, IL

Position in TMP

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

Position Value

$1,130,837

+$208,646 QoQ

Shares Held

11,964

+2.3% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#62

of 219 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $27,571,147 across 35 Banks - Regional names. TMP ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	12,085	$2,975,568
2	CFG	Citizens Financial Group Inc/Ri	27,861	$1,952,220
3	USB	US Bancorp De	25,829	$1,560,071
4	WAL	Western Alliance Bancorporation	18,558	$1,525,467
5	ZION	Zions Bancorporation, National Association /Ut/	19,700	$1,363,043
6	CBSH	Commerce Bancshares Inc /Mo/	20,865	$1,204,953
7	FRME	First Merchants Corp	26,101	$1,140,352
8	TMP	Tompkins Financial Corp This page	11,964	$1,130,837

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,130,837	11,964	+2.3%	Shares	Sole	2026-07-30
2026-03-31	$922,191	11,697	+1.2%	Shares	Sole	2026-05-04
2025-12-31	$838,621	11,564	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$757,309	11,438	+1.9%	Shares	Sole	2025-10-30
2025-06-30	$703,956	11,222	+0.5%	Shares	Sole	2025-07-29
2025-03-31	$703,234	11,166	+0.5%	Shares	Sole	2025-05-09
2024-12-31	$753,319	11,106	+0.8%	Shares	Sole	2025-01-24
2024-09-30	$636,614	11,016	+3.0%	Shares	Sole	2024-10-29
2024-06-30	$523,181	10,699	+1.3%	Shares	Sole	2024-07-31
2024-03-31	$531,213	10,563	+1.2%	Shares	Sole	2024-04-25
2023-12-31	$628,439	10,434	+1.2%	Shares	Sole	2024-02-23
2023-09-30	$505,184	10,312	+1.1%	Shares	Sole	2023-10-26
2023-06-30	$568,362	10,204	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.