Dynamic Advisor Solutions’s Toyota TM Stock Holding History

Dynamic Advisor Solutions’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	$381K	Buy	2,080 +537	+35%	+$101K	0.01%	750
2026 Q2	$260K	Sell	1,543 -1,350	-47%	-$256K	0.01%	913
2026 Q1	$596K	Buy	2,893 +107	+4%	+$24.2K	0.02%	592
2025 Q4	$596K	Buy	2,786 +29	+1%	+$5.88K	0.02%	584
2025 Q3	$527K	Sell	2,757 -6	-0.2%	-$1.13K	0.02%	612
2025 Q2	$476K	Sell	2,763 -104	-4%	-$18.8K	0.01%	618
2025 Q1	$506K	Buy	+2,867	New	+$534K	0.02%	579
2024 Q4	–	Sell	-4,951	Closed	-$884K	–	839
2024 Q3	$884K	Buy	4,951 +431	+10%	+$80.5K	0.03%	486
2024 Q2	$927K	Buy	4,520 +1,457	+48%	+$322K	0.03%	477
2024 Q1	$771K	Buy	3,063 +24	+0.8%	+$5.31K	0.03%	497
2023 Q4	$569K	Buy	3,039 +28	+0.9%	+$5.1K	0.02%	545
2023 Q3	$541K	Buy	+3,011	New	+$514K	0.03%	495

Other funds holding TM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GIM

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dynamic Advisor Solutions's TM Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Toyota (TM) stake by 35% in Q3 2026, buying an estimated $101K and bringing the position to 2,080 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #750.

Dynamic Advisor Solutions first reported a position in TM in Q3 2023 and has held it in 12 quarters since. The position peaked at $927K in Q2 2024. 104 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Dynamic Advisor Solutions held 2,080 shares of Toyota worth $381K as of Q3 2026.
Dynamic Advisor Solutions bought 537 Toyota shares in Q3 2026, an estimated $101K.
Toyota made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #750 holding.
Dynamic Advisor Solutions first reported a position in Toyota in Q3 2023 and has held it in 12 quarters since.
Dynamic Advisor Solutions's Toyota position peaked at $927K in Q2 2024.
104 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.