Berger Financial Group’s Toyota TM Stock Holding History

Berger Financial 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	$369K	Sell	1,789 -48	-3%	-$10.8K	0.02%	330
2025 Q4	$393K	Buy	1,837 +1	+0.1%	+$203	0.02%	323
2025 Q3	$351K	Hold	1,836	–	–	0.02%	324
2025 Q2	$316K	Sell	1,836 -34	-2%	-$6.15K	0.02%	327
2025 Q1	$330K	Sell	1,870 -32	-2%	-$5.96K	0.02%	317
2024 Q4	$370K	Sell	1,902 -53	-3%	-$9.32K	0.03%	295
2024 Q3	$349K	Buy	1,955 +144	+8%	+$26.9K	0.03%	277
2024 Q2	$371K	Sell	1,811 -15	-0.8%	-$3.32K	0.03%	250
2024 Q1	$460K	Buy	1,826 +140	+8%	+$31K	0.04%	214
2023 Q4	$309K	Hold	1,686	–	–	0.03%	224
2023 Q3	$303K	Hold	1,686	–	–	0.03%	208
2023 Q2	$271K	Hold	1,686	–	–	0.03%	228
2023 Q1	$239K	Buy	1,686 +45	+3%	+$6.32K	0.03%	243
2022 Q4	$224K	Sell	1,641 -19	-1%	-$2.65K	0.03%	240
2022 Q3	$216K	Hold	1,660	–	–	0.03%	222
2022 Q2	$256K	Sell	1,660 -12	-0.7%	-$1.98K	0.04%	204
2022 Q1	$301K	Hold	1,672	–	–	0.04%	211
2021 Q4	$310K	Buy	1,672 +32	+2%	+$5.76K	0.04%	205
2021 Q3	$292K	Buy	+1,640	New	+$293K	0.05%	166

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 New York $5.7T 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