Balance Wealth’s Toyota TM Stock Holding History

Balance Wealth’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	$2.38K	Buy	+13	New	+$2.44K	﹤0.01%	749

Other funds holding TM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 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

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

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

Balance Wealth's TM Position: Q3 2026 in Review

Balance Wealth opened a new position in Toyota (TM) in Q3 2026: 13 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings.

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

Balance Wealth held 13 shares of Toyota worth $2.38K as of Q3 2026.
Toyota was a new Balance Wealth position in Q3 2026.
Toyota made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #749 holding.
556 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.