Position in TMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$450,104
+$76,718 QoQ
Shares Held
4,762
+0.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#107
of 219 holders
Holding Since
Dec 2023
11 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, 2026TRITONPOINT WEALTH, LLC holds $5,590,255 across 6 Banks - Regional names. TMP ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,665 | $3,364,596 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
15,331 | $648,654 | |
| 3 | MTB |
M&T Bank Corp
|
2,237 | $532,428 | |
| 4 | TMP |
Tompkins Financial Corp
This page
|
4,762 | $450,104 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
185 | $384,946 | |
| 6 | USB |
US Bancorp De
|
3,469 | $209,527 |
All Filings in TMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,104 | 4,762 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $373,386 | 4,736 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $343,454 | 4,736 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $313,570 | 4,736 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $297,089 | 4,736 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $298,273 | 4,736 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $321,242 | 4,736 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $273,693 | 4,736 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $231,639 | 4,737 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $238,223 | 4,737 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $285,309 | 4,737 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||