CFFP
TM icon

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

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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.

178 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.
  • 178 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.