BFS
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Beacon Financial Strategies’s Toyota TM Stock Holding History

Beacon Financial Strategies’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 		$4.21K Hold
25
– – ﹤0.01% 181
2026
Q1 		$5.15K Hold
25
– – ﹤0.01% 150
2025
Q4 		$5.35K Buy
+25
New +$5.07K ﹤0.01% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Beacon Financial Strategies's TM Position: Q2 2026 in Review

Beacon Financial Strategies held its Toyota (TM) position steady in Q2 2026 at 25 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Beacon Financial Strategies first reported a position in TM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.35K in Q4 2025. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Beacon Financial Strategies held 25 shares of Toyota worth $4.21K as of Q2 2026.
  • Beacon Financial Strategies left its Toyota share count unchanged in Q2 2026.
  • Toyota made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #181 holding.
  • Beacon Financial Strategies first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Toyota position peaked at $5.35K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.