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COMPASS FINANCIAL MANAGEMENT LLC’s Toyota TM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$24.6K Buy
+132
New +$25K ﹤0.01% 848

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
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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Toyota (TM) in Q2 2026: 132 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 132 shares of Toyota worth $24.6K as of Q2 2026.
  • Toyota was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Toyota made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #848 holding.
  • 537 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.