CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Toyota TM Stock Holding History

CAPTRUST Financial Advisors’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 		$73.6M Buy
436,886
+1,407
+0.3% +$267K 0.11% 160
2026
Q1 		$89.7M Buy
435,479
+25,463
+6% +$5.75M 0.16% 122
2025
Q4 		$87.8M Buy
410,016
+2,777
+0.7% +$563K 0.17% 116
2025
Q3 		$77.8M Buy
407,239
+4,689
+1% +$884K 0.16% 121
2025
Q2 		$69.3M Buy
402,550
+11,397
+3% +$2.06M 0.15% 125
2025
Q1 		$69.1M Buy
391,153
+16,289
+4% +$3.03M 0.17% 121
2024
Q4 		$73M Buy
374,864
+234,078
+166% +$41.2M 0.21% 99
2024
Q3 		$25.1M Sell
140,786
-490
-0.3% -$91.5K 0.07% 200
2024
Q2 		$29M Sell
141,276
-296,456
-68% -$65.6M 0.09% 169
2024
Q1 		$53.5M Buy
437,732
+228,434
+109% +$50.6M 0.2% 115
2023
Q4 		$38.4M Buy
209,298
+2,946
+1% +$537K 0.13% 146
2023
Q3 		$37.1M Buy
206,352
+64,749
+46% +$11.1M 0.14% 139
2023
Q2 		$22.8M Buy
141,603
+131,240
+1,266% +$18.9M 0.09% 184
2023
Q1 		$1.47M Sell
10,363
-30,904
-75% -$4.34M 0.01% 849
2022
Q4 		$5.64M Buy
41,267
+4,928
+14% +$687K 0.03% 408
2022
Q3 		$4.74M Buy
36,339
+5,426
+18% +$823K 0.03% 411
2022
Q2 		$4.77M Buy
30,913
+6,036
+24% +$998K 0.03% 381
2022
Q1 		$4.48M Buy
24,877
+2,362
+10% +$442K 0.03% 387
2021
Q4 		$4.17M Buy
22,515
+1,149
+5% +$207K 0.03% 393
2021
Q3 		$3.8M Buy
21,366
+7,302
+52% +$1.3M 0.03% 376
2021
Q2 		$2.46M Buy
14,064
+4,326
+44% +$710K 0.02% 443
2021
Q1 		$1.52M Buy
9,738
+7,922
+436% +$1.2M 0.02% 542
2020
Q4 		$281K Buy
1,816
+843
+87% +$118K ﹤0.01% 1058
2020
Q3 		$129K Buy
973
+475
+95% +$61.8K ﹤0.01% 1231
2020
Q2 		$62K Sell
498
-1,768
-78% -$219K ﹤0.01% 1545
2020
Q1 		$264K Buy
2,266
+13
+0.6% +$1.74K 0.01% 764
2019
Q4 		$320K Buy
+2,253
New +$315K 0.01% 817

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

CAPTRUST Financial Advisors's TM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Toyota (TM) stake by 0.32% in Q2 2026, buying an estimated $267K and bringing the position to 436,886 shares worth $73.6M. The position accounts for 0.11% of the portfolio, ranked #160.

CAPTRUST Financial Advisors first reported a position in TM in Q4 2019 and has held it in 27 quarters since. The position peaked at $89.7M in Q1 2026. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • CAPTRUST Financial Advisors held 436,886 shares of Toyota worth $73.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,407 Toyota shares in Q2 2026, an estimated $267K.
  • Toyota made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #160 holding.
  • CAPTRUST Financial Advisors first reported a position in Toyota in Q4 2019 and has held it in 27 quarters since.
  • CAPTRUST Financial Advisors's Toyota position peaked at $89.7M in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.