Dakota Wealth Management’s Toyota TM Stock Holding History

Dakota Wealth Management’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 Q1	$1.19M	Sell	5,785 -3,235	-36%	-$731K	0.03%	372
2025 Q4	$1.93M	Buy	9,020 +7,351	+440%	+$1.49M	0.03%	295
2025 Q3	$319K	Sell	1,669 -453	-21%	-$85.4K	0.01%	548
2025 Q2	$366K	Sell	2,122 -3	-0.1%	-$543	0.01%	565
2025 Q1	$375K	Buy	2,125 +456	+27%	+$84.9K	0.01%	573
2024 Q4	$325K	Buy	1,669 +9	+0.5%	+$1.58K	0.01%	586
2024 Q3	$296K	Hold	1,660	–	–	0.01%	595
2024 Q2	$340K	Sell	1,660 -26	-2%	-$5.75K	0.01%	559
2024 Q1	$424K	Buy	1,686 +45	+3%	+$9.96K	0.01%	529
2023 Q4	$301K	Hold	1,641	–	–	0.01%	520
2023 Q3	$295K	Buy	+1,641	New	+$280K	0.01%	491

Other funds holding TM

Fisher Asset Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

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

Natixis Advisors

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