Hantz Financial Services’s Toyota TM Stock Holding History

Hantz Financial Services’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	$1.65M	Buy	7,981 +811	+11%	+$183K	0.03%	379
2025 Q4	$1.53M	Buy	7,170 +1,939	+37%	+$393K	0.02%	395
2025 Q3	$1M	Buy	5,231 +4,022	+333%	+$758K	0.02%	455
2025 Q2	$208K	Buy	1,209 +1,149	+1,915%	+$208K	﹤0.01%	615
2025 Q1	$11K	Buy	+60	New	+$11.2K	﹤0.01%	947
2024 Q2	–	Sell	-75	Closed	-$19K	–	1263
2024 Q1	$19K	Hold	75	–	–	﹤0.01%	756
2023 Q4	$14K	Buy	75 +74	+7,400%	+$13.5K	﹤0.01%	773
2023 Q3	$0	Hold	1	–	–	﹤0.01%	1190
2023 Q2	$0	Hold	1	–	–	﹤0.01%	1177
2023 Q1	$0	Hold	1	–	–	﹤0.01%	1200
2022 Q4	$0	Buy	+1	New	+$139	﹤0.01%	1154

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 $761B 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 $5.7T 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