Cetera Trust Company
TM icon

Cetera Trust Company’s Toyota TM Stock Holding History

Cetera Trust Company’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
Q3 		$410K Hold
2,240
– – 0.21% 91
2026
Q2 		$377K Hold
2,240
– – 0.19% 98
2026
Q1 		$462K Hold
2,240
– – 0.26% 74
2025
Q4 		$479K Buy
2,240
+25
+1% +$5.07K 0.26% 71
2025
Q3 		$423K Hold
2,215
– – 0.24% 79
2025
Q2 		$382K Buy
2,215
+95
+4% +$17.2K 0.23% 80
2025
Q1 		$374K Hold
2,120
– – 0.24% 69
2024
Q4 		$413K Sell
2,120
-50
-2% -$8.8K 0.27% 62
2024
Q3 		$387K Hold
2,170
– – 0.24% 75
2024
Q2 		$445K Hold
2,170
– – 0.28% 62
2024
Q1 		$546K Sell
2,170
-75
-3% -$16.6K 0.33% 56
2023
Q4 		$412K Buy
+2,245
New +$409K 0.26% 67

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cetera Trust Company's TM Position: Q3 2026 in Review

Cetera Trust Company held its Toyota (TM) position steady in Q3 2026 at 2,240 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #91.

Cetera Trust Company first reported a position in TM in Q4 2023 and has held it in 12 quarters since. The position peaked at $546K in Q1 2024. 421 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Cetera Trust Company held 2,240 shares of Toyota worth $410K as of Q3 2026.
  • Cetera Trust Company left its Toyota share count unchanged in Q3 2026.
  • Toyota made up 0.21% of Cetera Trust Company's portfolio in Q3 2026, its #91 holding.
  • Cetera Trust Company first reported a position in Toyota in Q4 2023 and has held it in 12 quarters since.
  • Cetera Trust Company's Toyota position peaked at $546K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.