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Global Financial Private Client’s Toyota TM Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-59
Closed -$10.4K – 1463
2025
Q1 		$10.4K Hold
59
– – ﹤0.01% 567
2024
Q4 		$11.5K Hold
59
– – ﹤0.01% 531
2024
Q3 		$10.5K Buy
+59
New +$11K ﹤0.01% 544

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Financial Private Client's TM Position: Q2 2025 in Review

Global Financial Private Client sold out of Toyota (TM) in Q2 2025, closing a stake of 59 shares — an estimated $10.4K sold.

Global Financial Private Client first reported a position in TM in Q3 2024 and held it in 3 quarters. The position peaked at $11.5K in Q4 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Global Financial Private Client reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 59 Toyota shares in Q2 2025, an estimated $10.4K.
  • Global Financial Private Client first reported a position in Toyota in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Toyota position peaked at $11.5K in Q4 2024.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.