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Ascent Group’s Toyota TM Stock Holding History

Ascent Group’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
Q1 		$519K Sell
2,517
-30
-1% -$6.78K 0.02% 495
2025
Q4 		$545K Buy
2,547
+31
+1% +$6.29K 0.02% 481
2025
Q3 		$481K Buy
2,516
+977
+63% +$184K 0.02% 512
2025
Q2 		$265K Buy
1,539
+122
+9% +$22.1K 0.01% 604
2025
Q1 		$250K Buy
+1,417
New +$264K 0.01% 604
2022
Q1 		– Sell
-1,036
Closed -$207K – 468
2021
Q4 		$207K Buy
+1,036
New +$186K 0.03% 421

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Ascent Group's TM Position: Q1 2026 in Review

Ascent Group reduced its Toyota (TM) stake by 1.2% in Q1 2026, selling an estimated $6.78K and leaving 2,517 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #495.

Ascent Group first reported a position in TM in Q4 2021 and has held it in 6 quarters since. The position peaked at $545K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Ascent Group held 2,517 shares of Toyota worth $519K as of Q1 2026.
  • Ascent Group sold 30 Toyota shares in Q1 2026, an estimated $6.78K.
  • Toyota made up 0.02% of Ascent Group's portfolio in Q1 2026, its #495 holding.
  • Ascent Group first reported a position in Toyota in Q4 2021 and has held it in 6 quarters since.
  • Ascent Group's Toyota position peaked at $545K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.