The cluster is entirely buy-side with no sellers, consistent with the positive Q3 earnings released 6 days before this analysis. All buyers are active asset managers, not passive index funds, adding conviction. However, the 13F data is 45+ days stale and the cluster is small relative to TMP's $1.5B market cap. Monitor Q4 2026 13F filings to see if these positions were maintained or increased after the earnings report.
Executive Summary
Four institutional asset managers increased their TMP positions in Q3 2026, adding a net $4.6M in holdings. The cluster follows Tompkins Financial's Q3 earnings report (Oct 23) showing 21.2% YoY EPS growth, NIM expansion, and a dividend increase, suggesting the moves were driven by the improving fundamentals.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.6M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Proshare Advisors | ADD | +43.3% | $10.4M | $3.3M |
| Farther Finance Advisors | DOUBLED | +180.3% | $21.0K | $13.0K |
| Wealth Enhancement Advisory Services | ADD | +42.6% | $3.8M | $1.3M |
| Nisa Investment Advisors | ADD | +57.4% | $211.0K | $79.0K |
Key Facts
- 4 institutional buyers added a net $4.6M in TMP shares during Q3 2026
- Proshare Advisors added $3.3M (43.3% increase in shares)
- Wealth Enhancement Advisory Services added $1.3M (42.6% increase)
- Farther Finance Advisors doubled its tiny position (180.3% increase)
- Nisa Investment Advisors added $79K (57.4% increase)
- No institutional sellers in the cluster
- Q3 2026 EPS of $2.00 was up 21.2% YoY; NIM expanded to 3.65%
- Dividend raised 5.7% to $0.74/share
- No insider open-market buying corroborates the institutional cluster
Financial Impact
4 institutions accumulated $4.6M in net new TMP holdings during Q3 2026, with total buyer holdings reaching $14.4M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroborates the institutional cluster (confluence score 18/100)
- Cluster represents only ~0.3% of market cap, limiting signal strength
- Provision for credit losses doubled QoQ to $3.0M, a potential credit quality concern
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TMP-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $101.64 $99.52 | ▼ −2.09% | ▼ −0.31% | No price |
Oct 23, 2026 9d ago | 8-K | $101.20 $102.47 | ▲ +1.25% | ▲ +0.54% | No price |
Jul 28, 2026 13w ago | 8-K | $101.25 $99.44 | ▼ −1.79% | ▼ −0.25% | No price |
Jul 24, 2026 14w ago | 8-K | $101.12 $99.68 | ▼ −1.42% | ▼ −1.45% | No price |
May 19, 2026 23w ago | 8-K | $83.16 $85.46 | ▲ +2.77% | ▲ +1.73% | No price |
Apr 27, 2026 26w ago | 8-K | $83.53 $85.57 | ▲ +2.44% | ▲ +2.92% | No price |
Apr 24, 2026 27w ago | 8-K | $81.69 $84.19 | ▲ +3.06% | ▲ +2.90% | No price |
US Market Status
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