Chicago Partners Investment Group LLC TMP — TOMPKINS FINL CORP

Ownership history in Chicago Partners Investment Group LLC  ·  14 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported TOMPKINS FINL CORP (TMP) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows TMP at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Partners Investment Group LLC's position in TOMPKINS FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TMP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMP stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held TMP — position size vs. price
% of Fund (quarterly)    TMP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 12,140 +176 +1.5% 0.02% $1.2M 2026-10-27 $102.19
2026 Q2 ADDED — — — 11,964 +267 +2.3% 0.02% $1.1M 2026-07-30 $98.67
2026 Q1 ADDED — — — 11,697 +133 +1.2% 0.02% $978K 2026-05-04 $81.82
2025 Q4 ADDED — — — 11,564 +126 +1.1% 0.02% $872K 2026-01-28 $73.37
2025 Q3 ADDED — — — 11,438 +216 +1.9% 0.02% $751K 2025-10-30 $62.25
2025 Q2 ADDED — — — 11,222 +56 +0.5% 0.02% $730K 2025-07-29 $64.75
2025 Q1 ADDED — — — 11,166 +60 +0.5% 0.02% $686K 2025-05-09 $59.25
2024 Q4 ADDED — — — 11,106 +90 +0.8% 0.02% $734K 2025-01-24 $63.06
2024 Q3 ADDED — — — 11,016 +317 +3.0% 0.02% $683K 2024-10-29 $62.75
2024 Q2 ADDED — — — 10,699 +136 +1.3% 0.03% $684K 2024-07-31 $58.06
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TMP

As of 2026 Q3 — sorted by position size

TOMPKINS FINANCIAL CORP 3Y 7Y 7.49% Cornell Pochily Investment Advisors, Inc. 3Y 7Y 2.88% Rise Advisors, LLC 3Y 0.32% Cardinal Capital Management 3Y 7Y 0.3% Cross Staff Investments Inc 3Y 0.16% Sterling Investment Counsel, LLC 3Y 0.09% TRITONPOINT WEALTH, LLC 0.05% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% BURNS J W & CO INC/NY 3Y 7Y 0.03% LVW Advisors, LLC 3Y 7Y 0.03%

FAQ About Chicago Partners Investment Group LLC and TMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Partners Investment Group LLC reported owning TMP?

Chicago Partners Investment Group LLC reported TMP across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported TMP position in Chicago Partners Investment Group LLC's portfolio?

The largest reported portfolio weight for TMP was 0.03% in 2024 Q2.

What is the latest reported TMP position on this page?

The most recent filing on this page is 2026 Q3, when Chicago Partners Investment Group LLC reported 12,140 shares, equal to 0.02% of portfolio, with an estimated market value of $1.2M.

What does the chart on this TMP ownership page compare?

The chart compares Chicago Partners Investment Group LLC's quarterly TMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Partners Investment Group LLC time their TMP position?

Based on 13F filing dates vs. subsequent TMP price moves, Chicago Partners Investment Group LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on TMP relative to SPY over the holding period was +134.3%.

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