Skip to main content

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in TMP — Tompkins Financial Corp

CIK 1632972 PLYMOUTH, MN

Position in TMP

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,587,863
+$500,574 QoQ
Shares Held
27,379
+3.4% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 219 holders
Holding Since
Sep 2023
12 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, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. TMP ranks #35 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TMP

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,587,863 27,379
2026-03-31 $2,087,289 26,475
2025-12-31 $2,276,910 31,397
2025-09-30 $2,215,585 33,463
2025-06-30 $2,057,293 32,796
2025-03-31 $2,092,762 33,229
2024-12-31 $2,378,119 35,060
2024-09-30 $1,986,126 34,368
2024-06-30 $1,722,355 35,222
2024-03-31 $1,800,532 35,803
2023-12-31 $2,121,782 35,228
2023-09-30 $1,778,777 36,309