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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
Q2 		– Sell
-1,789
Closed -$369K – 506
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 $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

Berger Financial Group's TM Position: Q2 2026 in Review

Berger Financial Group sold out of Toyota (TM) in Q2 2026, closing a stake of 1,789 shares — an estimated $369K sold.

Berger Financial Group first reported a position in TM in Q3 2021 and held it in 19 quarters. The position peaked at $460K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Berger Financial Group reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 1,789 Toyota shares in Q2 2026, an estimated $369K.
  • Berger Financial Group first reported a position in Toyota in Q3 2021 and held it in 19 quarters.
  • Berger Financial Group's Toyota position peaked at $460K in Q1 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.