HSA
TM icon

HBK Sorce Advisory’s Toyota TM Stock Holding History

HBK Sorce Advisory’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
Q2 		$224K Sell
1,206
-128
-10% -$24.2K ﹤0.01% 595
2026
Q1 		$250K Buy
1,334
+116
+10% +$26.2K 0.01% 541
2025
Q4 		$297K Buy
1,218
+96
+9% +$19.5K 0.01% 483
2025
Q3 		$218K Sell
1,122
-86
-7% -$16.2K 0.01% 555
2025
Q2 		$208K Sell
1,208
-194
-14% -$35.1K 0.01% 542
2025
Q1 		$247K Sell
1,402
-14
-1% -$2.6K 0.01% 495
2024
Q4 		$276K Buy
1,416
+282
+25% +$49.6K 0.01% 473
2024
Q3 		$202K Buy
1,134
+98
+9% +$18.3K 0.01% 547
2024
Q2 		$212K Buy
1,036
+33
+3% +$7.3K 0.01% 514
2024
Q1 		$252K Buy
+1,003
New +$222K 0.01% 497
2023
Q1 		– Sell
-1,864
Closed -$255K – 802
2022
Q4 		$255K Buy
+1,864
New +$260K 0.01% 594
2022
Q3 		– Sell
-2,770
Closed -$427K – 642
2022
Q2 		$427K Sell
2,770
-155
-5% -$25.6K 0.03% 262
2022
Q1 		$527K Buy
2,925
+78
+3% +$14.6K 0.03% 301
2021
Q4 		$528K Buy
2,847
+147
+5% +$26.4K 0.03% 315
2021
Q3 		$480K Buy
2,700
+40
+2% +$7.14K 0.03% 323
2021
Q2 		$465K Buy
2,660
+131
+5% +$21.5K 0.03% 335
2021
Q1 		$395K Buy
2,529
+355
+16% +$53.7K 0.02% 339
2020
Q4 		$336K Buy
+2,174
New +$304K 0.02% 350

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HBK Sorce Advisory's TM Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Toyota (TM) stake by 9.6% in Q2 2026, selling an estimated $24.2K and leaving 1,206 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

HBK Sorce Advisory first reported a position in TM in Q4 2020 and has held it in 18 quarters since. The position peaked at $528K in Q4 2021. 376 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • HBK Sorce Advisory held 1,206 shares of Toyota worth $224K as of Q2 2026.
  • HBK Sorce Advisory sold 128 Toyota shares in Q2 2026, an estimated $24.2K.
  • Toyota made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #595 holding.
  • HBK Sorce Advisory first reported a position in Toyota in Q4 2020 and has held it in 18 quarters since.
  • HBK Sorce Advisory's Toyota position peaked at $528K in Q4 2021.
  • 376 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.