Bradley Foster & Sargent’s Toyota TM Stock Holding History

Bradley Foster & Sargent’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	$318K	Sell	1,544 -4	-0.3%	-$904	﹤0.01%	447
2025 Q4	$331K	Hold	1,548	–	–	﹤0.01%	449
2025 Q3	$296K	Sell	1,548 -1,192	-44%	-$225K	﹤0.01%	468
2025 Q2	$472K	Sell	2,740 -414	-13%	-$74.9K	0.01%	396
2025 Q1	$557K	Hold	3,154	–	–	0.01%	335
2024 Q4	$614K	Sell	3,154 -403	-11%	-$70.9K	0.01%	332
2024 Q3	$635K	Sell	3,557 -610	-15%	-$114K	0.01%	334
2024 Q2	$854K	Buy	4,167 +1,486	+55%	+$329K	0.02%	284
2024 Q1	$675K	Buy	2,681 +178	+7%	+$39.4K	0.01%	315
2023 Q4	$459K	Buy	2,503 +428	+21%	+$78K	0.01%	354
2023 Q3	$334K	Hold	2,075	–	–	0.01%	379
2023 Q2	$334K	Buy	2,075 +600	+41%	+$86.3K	0.01%	379
2023 Q1	$209K	Buy	+1,475	New	+$207K	0.01%	414
2022 Q2	–	Sell	-2,025	Closed	-$365K	–	466
2022 Q1	$365K	Buy	2,025 +425	+27%	+$79.5K	0.01%	386
2021 Q4	$296K	Sell	1,600 -1,060	-40%	-$191K	0.01%	390
2021 Q3	$473K	Sell	2,660 -4,715	-64%	-$842K	0.01%	309
2021 Q2	$1.29M	Buy	+7,375	New	+$1.21M	0.03%	214

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