Center for Financial Planning’s Toyota TM Stock Holding History

Center for Financial Planning’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	$16.8K	Buy	+100	New	+$18.9K	﹤0.01%	444

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Center for Financial Planning's TM Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Toyota (TM) in Q2 2026: 100 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Center for Financial Planning held 100 shares of Toyota worth $16.8K as of Q2 2026.
Toyota was a new Center for Financial Planning position in Q2 2026.
Toyota made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #444 holding.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.