Rise Advisors, LLC

Position in TMP — Tompkins Financial Corp

CIK 1831316 ROCHESTER, NY

Position in TMP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,099,362

+$182,453 QoQ

Shares Held

11,631

+0.0% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#64

of 219 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rise Advisors, LLC holds $1,327,976 across 2 Banks - Regional names. TMP ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TMP	Tompkins Financial Corp This page	11,631	$1,099,362
2	USB	US Bancorp De	3,785	$228,614

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,099,362	11,631	+0.0%	Shares	Sole	2026-07-10
2026-03-31	$916,909	11,630	-11.4%	Shares	Sole	2026-04-03
2025-12-31	$952,115	13,129	-18.5%	Shares	Sole	2026-02-11
2025-09-30	$1,066,907	16,114	-0.1%	Shares	Sole	2025-10-08
2025-06-30	$1,011,960	16,132	+0.0%	Shares	Sole	2025-07-08
2025-03-31	$1,015,615	16,126	+2.0%	Shares	Sole	2025-05-15
2024-12-31	$1,071,985	15,804	-0.1%	Shares	Sole	2025-01-07
2024-09-30	$913,775	15,812	-0.1%	Shares	Sole	2024-10-11
2024-06-30	$773,695	15,822	-0.0%	Shares	Sole	2024-07-09
2024-03-31	$795,939	15,827	-0.1%	Shares	Sole	2024-04-09
2023-12-31	$953,862	15,837	-0.0%	Shares	Sole	2024-01-10
2023-09-30	$776,099	15,842	-0.1%	Shares	Sole	2023-10-10
2023-06-30	$882,956	15,852	0.0%	Shares	Sole	2023-07-10
2023-03-31	$1,049,560	15,852	-0.1%	Shares	Sole	2023-04-05
2022-12-31	$1,230,729	15,864	-0.1%	Shares	Sole	2023-01-06
2022-09-30	$1,152,842	15,875	-0.0%	Shares	Sole	2022-10-11
2022-06-30	$1,145,092	15,882	-0.1%	Shares	Sole	2022-07-28
2022-03-31	$1,243,710	15,890	-0.0%	Shares	Sole	2022-04-22
2021-12-31	$1,328,336	15,893	—	Shares	Sole	2022-02-24
No filing history on record for this holder in this stock.