CoreCap Advisors
TM icon

CoreCap Advisors’s Toyota TM Stock Holding History

CoreCap 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
2026
Q3 		$50.5K Buy
275
+98
+55% +$18.4K ﹤0.01% 1400
2026
Q2 		$29.8K Sell
177
-2
-1% -$379 ﹤0.01% 1635
2026
Q1 		$36.9K Sell
179
-100
-36% -$22.6K ﹤0.01% 1437
2025
Q4 		$59.7K Sell
279
-85
-23% -$17.2K ﹤0.01% 1237
2025
Q3 		$69.6K Buy
364
+3
+0.8% +$565 ﹤0.01% 1177
2025
Q2 		$62.2K Buy
361
+79
+28% +$14.3K ﹤0.01% 1148
2025
Q1 		$49.8K Buy
282
+89
+46% +$16.6K ﹤0.01% 1168
2024
Q4 		$37.6K Hold
193
– – ﹤0.01% 1300
2024
Q3 		$34.5K Buy
+193
New +$36.1K ﹤0.01% 1339
2024
Q2 		– Sell
-433
Closed -$109K – 2484
2024
Q1 		$109K Buy
+433
New +$95.8K 0.01% 810
2022
Q4 		$39.3K Buy
+288
New +$40.2K ﹤0.01% 1071
2022
Q3 		– Sell
-288
Closed -$44K – 1943
2022
Q2 		$44K Buy
+288
New +$47.6K ﹤0.01% 983
2022
Q1 		– Sell
-60
Closed -$11K – 1943
2021
Q4 		$11K Buy
+60
New +$10.8K ﹤0.01% 1531

Other funds holding TM

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CoreCap Advisors's TM Position: Q3 2026 in Review

CoreCap Advisors increased its Toyota (TM) stake by 55% in Q3 2026, buying an estimated $18.4K and bringing the position to 275 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

CoreCap Advisors first reported a position in TM in Q4 2021 and has held it in 13 quarters since. The position peaked at $109K in Q1 2024. 150 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • CoreCap Advisors held 275 shares of Toyota worth $50.5K as of Q3 2026.
  • CoreCap Advisors bought 98 Toyota shares in Q3 2026, an estimated $18.4K.
  • Toyota made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1400 holding.
  • CoreCap Advisors first reported a position in Toyota in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Toyota position peaked at $109K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.