Allworth Financial’s Toyota TM Stock Holding History

Allworth Financial’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 Q2	$644K	Sell	3,822 -76	-2%	-$14.4K	﹤0.01%	887
2026 Q1	$803K	Buy	3,898 +57	+1%	+$12.9K	﹤0.01%	779
2025 Q4	$822K	Buy	3,841 +238	+7%	+$48.3K	﹤0.01%	751
2025 Q3	$688K	Buy	3,603 +238	+7%	+$44.9K	﹤0.01%	772
2025 Q2	$580K	Buy	3,365 +297	+10%	+$53.7K	﹤0.01%	795
2025 Q1	$572K	Sell	3,068 -76	-2%	-$14.1K	﹤0.01%	651
2024 Q4	$586K	Buy	3,144 +50	+2%	+$8.8K	﹤0.01%	656
2024 Q3	$553K	Sell	3,094 -254	-8%	-$47.4K	﹤0.01%	553
2024 Q2	$660K	Buy	3,348 +270	+9%	+$59.7K	﹤0.01%	506
2024 Q1	$775K	Sell	3,078 -3	-0.1%	-$664	0.01%	454
2023 Q4	$565K	Buy	3,081 +162	+6%	+$29.5K	﹤0.01%	501
2023 Q3	$525K	Buy	2,919 +62	+2%	+$10.6K	﹤0.01%	479
2023 Q2	$459K	Buy	2,857 +40	+1%	+$5.76K	﹤0.01%	523
2023 Q1	$399K	Buy	2,817 +171	+6%	+$24K	﹤0.01%	514
2022 Q4	$361K	Buy	2,646 +64	+2%	+$8.92K	﹤0.01%	526
2022 Q3	$336K	Buy	2,582 +409	+19%	+$62K	﹤0.01%	496
2022 Q2	$335K	Buy	2,173 +80	+4%	+$13.2K	﹤0.01%	473
2022 Q1	$377K	Buy	2,093 +1,547	+283%	+$289K	﹤0.01%	443
2021 Q4	$101K	Hold	546	–	–	﹤0.01%	678
2021 Q3	$97K	Buy	546 +240	+78%	+$42.8K	﹤0.01%	625
2021 Q2	$54K	Hold	306	–	–	﹤0.01%	598
2021 Q1	$48K	Hold	306	–	–	﹤0.01%	585
2020 Q4	$47K	Buy	306 +25	+9%	+$3.5K	﹤0.01%	494
2020 Q3	$37K	Hold	281	–	–	﹤0.01%	464
2020 Q2	$35K	Sell	281 -27	-9%	-$3.35K	﹤0.01%	476
2020 Q1	$37K	Hold	308	–	–	﹤0.01%	453
2019 Q4	$43K	Buy	308 +27	+10%	+$3.77K	﹤0.01%	387
2019 Q3	$38K	Hold	281	–	–	﹤0.01%	367
2019 Q2	$35K	Hold	281	–	–	﹤0.01%	377
2019 Q1	$33K	Sell	281 -27	-9%	-$3.27K	﹤0.01%	379
2018 Q4	$36K	Buy	308 +27	+10%	+$3.2K	﹤0.01%	331
2018 Q3	$35K	Sell	281 -14	-5%	-$1.77K	﹤0.01%	340
2018 Q2	$38K	Sell	295 -86	-23%	-$11.3K	﹤0.01%	319
2018 Q1	$50K	Hold	381	–	–	﹤0.01%	251
2017 Q4	$48K	Hold	381	–	–	﹤0.01%	253
2017 Q3	$45K	Hold	381	–	–	﹤0.01%	254
2017 Q2	$40K	Sell	381 -40	-10%	-$4.27K	﹤0.01%	278
2017 Q1	$46K	Buy	421 +40	+10%	+$4.59K	﹤0.01%	244
2016 Q4	$45K	Hold	381	–	–	﹤0.01%	224
2016 Q3	$44K	Buy	381 +50	+15%	+$5.72K	﹤0.01%	232
2016 Q2	$33K	Hold	331	–	–	﹤0.01%	250
2016 Q1	$35K	Hold	331	–	–	﹤0.01%	245
2015 Q4	$41K	Hold	331	–	–	0.01%	223
2015 Q3	$39K	Hold	331	–	–	0.01%	233
2015 Q2	$44K	Hold	331	–	–	0.02%	216
2015 Q1	$46K	Buy	+331	New	+$44.2K	0.02%	212

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Allworth Financial's TM Position: Q2 2026 in Review

Allworth Financial reduced its Toyota (TM) stake by 1.9% in Q2 2026, selling an estimated $14.4K and leaving 3,822 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Allworth Financial first reported a position in TM in Q1 2015 and has held it in 46 quarters since. The position peaked at $822K in Q4 2025. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Allworth Financial held 3,822 shares of Toyota worth $644K as of Q2 2026.
Allworth Financial sold 76 Toyota shares in Q2 2026, an estimated $14.4K.
Toyota made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #887 holding.
Allworth Financial first reported a position in Toyota in Q1 2015 and has held it in 46 quarters since.
Allworth Financial's Toyota position peaked at $822K in Q4 2025.
639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.