Downshift Financial’s Toyota TM Stock Holding History

Downshift Financial’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 Q2	$505	Buy	+3	New	+$568	﹤0.01%	556

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Downshift Financial's TM Position: Q2 2026 in Review

Downshift Financial opened a new position in Toyota (TM) in Q2 2026: 3 shares worth $505. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings.

639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Downshift Financial held 3 shares of Toyota worth $505 as of Q2 2026.
Toyota was a new Downshift Financial position in Q2 2026.
Toyota made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #556 holding.
639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.