BRWA
TM icon

B. Riley Wealth Advisors’s Toyota TM Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-3,427
Closed -$605K – 1354
2025
Q1 		$605K Sell
3,427
-265
-7% -$49.3K 0.02% 688
2024
Q4 		$718K Sell
3,692
-50
-1% -$8.8K 0.02% 557
2024
Q3 		$667K Sell
3,742
-98
-3% -$18.3K 0.02% 634
2024
Q2 		$787K Buy
3,840
+228
+6% +$50.4K 0.02% 623
2024
Q1 		$649K Buy
3,612
+205
+6% +$45.4K 0.02% 671
2023
Q4 		$625K Sell
3,407
-205
-6% -$37.4K 0.02% 705
2023
Q3 		$649K Buy
3,612
+52
+1% +$8.88K 0.02% 671
2023
Q2 		$572K Sell
3,560
-32
-0.9% -$4.61K 0.01% 791
2023
Q1 		$509K Buy
3,592
+773
+27% +$109K 0.01% 794
2022
Q4 		$385K Sell
2,819
-157
-5% -$21.9K 0.01% 904
2022
Q3 		$388K Buy
2,976
+709
+31% +$108K 0.01% 880
2022
Q2 		$351K Sell
2,267
-365
-14% -$60.3K 0.01% 802
2022
Q1 		$476K Buy
2,632
+116
+5% +$21.7K 0.02% 775
2021
Q4 		$467K Buy
2,516
+819
+48% +$147K 0.01% 849
2021
Q3 		$303K Buy
1,697
+209
+14% +$37.3K 0.01% 1033
2021
Q2 		$260K Buy
1,488
+139
+10% +$22.8K 0.01% 1100
2021
Q1 		$212K Buy
+1,349
New +$204K 0.01% 1166
2016
Q1 		– Sell
-1,677
Closed -$207K – 614
2015
Q4 		$207K Sell
1,677
-110
-6% -$13.6K 0.04% 480
2015
Q3 		$212K Buy
+1,787
New +$224K 0.05% 462
2015
Q1 		– Sell
-2,373
Closed -$298K – 1858
2014
Q4 		$298K Buy
2,373
+60
+3% +$7.21K 0.01% 1130
2014
Q3 		$272K Buy
2,313
+457
+25% +$53.9K 0.07% 389
2014
Q2 		$222K Buy
+1,856
New +$207K 0.05% 417
2013
Q3 		– Sell
-1,370
Closed -$165K – 745
2013
Q2 		$165K Buy
+1,370
New +$160K 0.06% 400

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's TM Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Toyota (TM) in Q2 2025, closing a stake of 3,427 shares — an estimated $605K sold.

B. Riley Wealth Advisors first reported a position in TM in Q2 2013 and held it in 23 quarters. The position peaked at $787K in Q2 2024. 594 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,427 Toyota shares in Q2 2025, an estimated $605K.
  • B. Riley Wealth Advisors first reported a position in Toyota in Q2 2013 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Toyota position peaked at $787K in Q2 2024.
  • 594 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.