First Affirmative Financial Network
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First Affirmative Financial Network’s Toyota TM Stock Holding History

First Affirmative Financial Network’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 		$1.06M Buy
+5,807
New +$1.09M 0.23% 83
2026
Q1 		$1.02M Buy
+4,949
New +$1.12M 0.4% 49
2025
Q3 		$779K Buy
4,079
+806
+25% +$152K 0.37% 53
2025
Q2 		$564K Buy
3,273
+374
+13% +$67.7K 0.29% 89
2025
Q1 		$512K Buy
2,899
+138
+5% +$25.7K 0.31% 89
2024
Q4 		$537K Sell
2,761
-19
-0.7% -$3.34K 0.31% 79
2024
Q3 		$496K Sell
2,780
-114
-4% -$21.3K 0.27% 96
2024
Q2 		$593K Buy
2,894
+209
+8% +$46.2K 0.41% 56
2024
Q1 		$676K Sell
2,685
-231
-8% -$51.1K 0.5% 40
2023
Q4 		$535K Sell
2,916
-201
-6% -$36.6K 0.43% 58
2023
Q3 		$560K Sell
3,117
-216
-6% -$36.9K 0.55% 42
2023
Q2 		$536K Sell
3,333
-126
-4% -$18.1K 0.54% 44
2023
Q1 		$490K Sell
3,459
-372
-10% -$52.3K 0.57% 43
2022
Q4 		$523K Sell
3,831
-704
-16% -$98.2K 0.63% 33
2022
Q3 		$591K Sell
4,535
-674
-13% -$102K 0.75% 25
2022
Q2 		$803K Sell
5,209
-356
-6% -$58.9K 0.91% 17
2022
Q1 		$1M Buy
5,565
+33
+0.6% +$6.17K 0.96% 16
2021
Q4 		$1.02M Buy
5,532
+113
+2% +$20.3K 0.94% 16
2021
Q3 		$963K Buy
+5,419
New +$967K 0.99% 17

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
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

First Affirmative Financial Network's TM Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Toyota (TM) in Q3 2026: 5,807 shares worth $1.06M. The stake represents 0.23% of the portfolio and ranks #83 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in TM as recently as Q1 2026.

First Affirmative Financial Network first reported a position in TM in Q3 2021 and has held it in 19 quarters since. 150 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • First Affirmative Financial Network held 5,807 shares of Toyota worth $1.06M as of Q3 2026.
  • Toyota was a new First Affirmative Financial Network position in Q3 2026.
  • Toyota made up 0.23% of First Affirmative Financial Network's portfolio in Q3 2026, its #83 holding.
  • First Affirmative Financial Network first reported a position in Toyota in Q3 2021 and has held it in 19 quarters since.
  • 150 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.