Bank of Stockton’s Toyota TM Stock Holding History

Bank of Stockton’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	$1.06M	Sell	6,315 -211	-3%	-$40K	0.3%	55
2026 Q1	$1.34M	Buy	6,526 +2,298	+54%	+$519K	0.42%	44
2025 Q4	$905K	Buy	4,228 +41	+1%	+$8.32K	0.26%	62
2025 Q3	$800K	Buy	4,187 +563	+16%	+$106K	0.23%	71
2025 Q2	$624K	Buy	3,624 +615	+20%	+$111K	0.19%	75
2025 Q1	$531K	Buy	3,009 +931	+45%	+$173K	0.17%	84
2024 Q4	$404K	Buy	+2,078	New	+$366K	0.12%	100
2016 Q2	–	Sell	-3,440	Closed	-$366K	–	120
2016 Q1	$366K	Sell	3,440 -50	-1%	-$5.52K	0.2%	77
2015 Q4	$429K	Sell	3,490 -50	-1%	-$6.18K	0.25%	66
2015 Q3	$415K	Sell	3,540 -90	-2%	-$11.3K	0.25%	65
2015 Q2	$486K	Hold	3,630	–	–	0.27%	60
2015 Q1	$508K	Buy	3,630 +50	+1%	+$6.67K	0.28%	61
2014 Q4	$449K	Hold	3,580	–	–	0.26%	67
2014 Q3	$421K	Sell	3,580 -200	-5%	-$23.6K	0.25%	68
2014 Q2	$452K	Sell	3,780 -600	-14%	-$66.8K	0.26%	64
2014 Q1	$495K	Sell	4,380 -805	-16%	-$92.9K	0.3%	62
2013 Q4	$632K	Buy	5,185 +40	+0.8%	+$5.03K	0.39%	54
2013 Q3	$658K	Buy	5,145 +605	+13%	+$77K	0.47%	44
2013 Q2	$548K	Buy	+4,540	New	+$530K	0.43%	51

Other funds holding TM

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Bank of Stockton's TM Position: Q2 2026 in Review

Bank of Stockton reduced its Toyota (TM) stake by 3.2% in Q2 2026, selling an estimated $40K and leaving 6,315 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #55.

Bank of Stockton first reported a position in TM in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.34M in Q1 2026. 257 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Bank of Stockton held 6,315 shares of Toyota worth $1.06M as of Q2 2026.
Bank of Stockton sold 211 Toyota shares in Q2 2026, an estimated $40K.
Toyota made up 0.3% of Bank of Stockton's portfolio in Q2 2026, its #55 holding.
Bank of Stockton first reported a position in Toyota in Q2 2013 and has held it in 19 quarters since.
Bank of Stockton's Toyota position peaked at $1.34M in Q1 2026.
257 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.