Farther Finance Advisors’s Toyota TM Stock Holding History

Farther Finance 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 Q1	$1.64M	Buy	7,821 +1,751	+29%	+$396K	0.02%	736
2025 Q4	$1.3M	Buy	6,070 +4,064	+203%	+$824K	0.01%	764
2025 Q3	$383K	Buy	2,006 +200	+11%	+$37.7K	0.01%	1228
2025 Q2	$311K	Buy	1,806 +698	+63%	+$126K	0.01%	1169
2025 Q1	$193K	Sell	1,108 -41	-4%	-$7.63K	﹤0.01%	1243
2024 Q4	$224K	Buy	1,149 +148	+15%	+$26K	0.01%	938
2024 Q3	$179K	Sell	1,001 -81	-7%	-$15.1K	0.01%	1036
2024 Q2	$220K	Buy	1,082 +119	+12%	+$26.3K	0.01%	805
2024 Q1	$233K	Buy	963 +44	+5%	+$9.74K	0.01%	639
2023 Q4	$169K	Buy	919 +656	+249%	+$120K	0.01%	607
2023 Q3	$47.3K	Buy	263 +157	+148%	+$26.8K	0.01%	790
2023 Q2	$17K	Sell	106 -2	-2%	-$288	﹤0.01%	1046
2023 Q1	$15.3K	Buy	108 +5	+5%	+$703	﹤0.01%	983
2022 Q4	$14.1K	Buy	+103	New	+$14.4K	0.01%	841

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 $871B 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 $5.72T 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