Position in TMP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$835,651
+$138,627 QoQ
Shares Held
8,841
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#77
of 218 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. TMP ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
This page
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in TMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,651 | 8,841 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $697,024 | 8,841 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $780,750 | 10,766 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $712,816 | 10,766 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $675,351 | 10,766 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $678,042 | 10,766 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $730,257 | 10,766 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $622,167 | 10,766 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $526,457 | 10,766 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $541,422 | 10,766 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $648,436 | 10,766 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $527,426 | 10,766 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $712,816 | 10,766 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $835,226 | 10,766 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $781,826 | 10,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $776,228 | 10,766 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $842,654 | 10,766 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $899,822 | 10,766 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $871,077 | 10,766 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $835,010 | 10,766 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||