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Community Financial Services Group’s Takeda Pharmaceutical TAK Stock Holding History

Community Financial Services Group’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21K Hold
201
– – ﹤0.01% 459
2026
Q1 		$3.77K Buy
+201
New +$3.53K ﹤0.01% 382

Other funds holding TAK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Community Financial Services Group's TAK Position: Q2 2026 in Review

Community Financial Services Group held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 201 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Community Financial Services Group first reported a position in TAK in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.77K in Q1 2026. 58 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Community Financial Services Group held 201 shares of Takeda Pharmaceutical worth $3.21K as of Q2 2026.
  • Community Financial Services Group left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #459 holding.
  • Community Financial Services Group first reported a position in Takeda Pharmaceutical in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Takeda Pharmaceutical position peaked at $3.77K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.