CX Institutional
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CX Institutional’s Toyota TM Stock Holding History

CX Institutional’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 		$21K Hold
115
– – ﹤0.01% 1220
2026
Q2 		$19K Hold
115
– – ﹤0.01% 1189
2026
Q1 		$24K Sell
115
-6
-5% -$1.36K ﹤0.01% 1097
2025
Q4 		$26K Buy
121
+6
+5% +$1.22K ﹤0.01% 1075
2025
Q3 		$22K Buy
115
+110
+2,200% +$20.7K ﹤0.01% 1083
2025
Q2 		$1K Hold
5
– – ﹤0.01% 1205
2025
Q1 		$1K Buy
+5
New +$931 ﹤0.01% 1195
2022
Q3 		– Sell
-32
Closed -$5K – 1070
2022
Q2 		$5K Buy
+32
New +$5.29K ﹤0.01% 1041

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
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
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
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

CX Institutional's TM Position: Q3 2026 in Review

CX Institutional held its Toyota (TM) position steady in Q3 2026 at 115 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

CX Institutional first reported a position in TM in Q2 2022 and has held it in 8 quarters since. The position peaked at $26K in Q4 2025. 137 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • CX Institutional held 115 shares of Toyota worth $21K as of Q3 2026.
  • CX Institutional left its Toyota share count unchanged in Q3 2026.
  • Toyota made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1220 holding.
  • CX Institutional first reported a position in Toyota in Q2 2022 and has held it in 8 quarters since.
  • CX Institutional's Toyota position peaked at $26K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.