Global Retirement Partners, LLC
PensionPosition in TMP — Tompkins Financial Corp
CIK 1749744
San Rafael, CA
Position in TMP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$96,126
+$22,374 QoQ
Shares Held
1,017
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 219 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $47,024,691 across 148 Banks - Regional names. TMP ranks #59 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp De
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in TMP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,126 | 1,017 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $73,752 | 1,017 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $67,136 | 1,014 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $63,608 | 1,014 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $68,304 | 1,007 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $58,194 | 1,007 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $49,242 | 1,007 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $50,642 | 1,007 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $60,651 | 1,007 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $49,332 | 1,007 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $56,089 | 1,007 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $66,673 | 1,007 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $78,123 | 1,007 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $73,128 | 1,007 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $72,604 | 1,007 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $78,817 | 1,007 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||