Superior Planning, LLC’s Toyota TM Stock Holding History

Superior Planning, LLC’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.7K	Buy	+168	New	+$31.5K	0.01%	532

Other funds holding TM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Superior Planning, LLC's TM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Toyota (TM) in Q3 2026: 168 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #532 among its holdings.

481 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Superior Planning, LLC held 168 shares of Toyota worth $30.7K as of Q3 2026.
Toyota was a new Superior Planning, LLC position in Q3 2026.
Toyota made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #532 holding.
481 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.