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Cascade Financial Partners’s Toyota TM Stock Holding History

Cascade Financial Partners’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 		$1.53M Hold
7,430
– – 0.16% 94
2025
Q4 		$1.59M Hold
7,430
– – 0.16% 90
2025
Q3 		$1.42M Hold
7,430
– – 0.16% 93
2025
Q2 		$1.28M Hold
7,430
– – 0.15% 98
2025
Q1 		$1.31M Hold
7,430
– – 0.17% 93
2024
Q4 		$1.45M Hold
7,430
– – 0.19% 79
2024
Q3 		$1.26M Hold
7,430
– – 0.16% 87
2024
Q2 		$1.52M Hold
7,430
– – 0.2% 76
2024
Q1 		$1.81M Buy
+7,430
New +$1.64M 0.26% 64

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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

Cascade Financial Partners's TM Position: Q1 2026 in Review

Cascade Financial Partners held its Toyota (TM) position steady in Q1 2026 at 7,430 shares worth $1.53M. The position accounts for 0.16% of the portfolio, ranked #94.

Cascade Financial Partners first reported a position in TM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2024. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Cascade Financial Partners held 7,430 shares of Toyota worth $1.53M as of Q1 2026.
  • Cascade Financial Partners left its Toyota share count unchanged in Q1 2026.
  • Toyota made up 0.16% of Cascade Financial Partners's portfolio in Q1 2026, its #94 holding.
  • Cascade Financial Partners first reported a position in Toyota in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's Toyota position peaked at $1.81M in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.