Colonial Trust Advisors’s Toyota TM Stock Holding History

Colonial Trust Advisors’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
2025 Q3	–	Sell	-3	Closed	-$464	–	731
2025 Q2	$464	Hold	3	–	–	﹤0.01%	669
2025 Q1	$476	Buy	+3	New	+$558	﹤0.01%	648

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Colonial Trust Advisors's TM Position: Q3 2025 in Review

Colonial Trust Advisors sold out of Toyota (TM) in Q3 2025, closing a stake of 3 shares — an estimated $464 sold.

Colonial Trust Advisors first reported a position in TM in Q1 2025 and held it in 2 quarters. The position peaked at $476 in Q1 2025. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Colonial Trust Advisors reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
Colonial Trust Advisors sold 3 Toyota shares in Q3 2025, an estimated $464.
Colonial Trust Advisors first reported a position in Toyota in Q1 2025 and held it in 2 quarters.
Colonial Trust Advisors's Toyota position peaked at $476 in Q1 2025.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.