J. Team Financial
TM icon

J. Team Financial’s Toyota TM Stock Holding History

J. Team Financial’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 		$419K Sell
2,286
-33
-1% -$6.19K 0.36% 48
2026
Q2 		$391K Sell
2,319
-969
-29% -$184K 0.38% 56
2026
Q1 		$678K Buy
3,288
+207
+7% +$46.8K 0.76% 36
2025
Q4 		$659K Buy
3,081
+621
+25% +$126K 0.66% 37
2025
Q3 		$470K Buy
+2,460
New +$464K 0.48% 41

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

J. Team Financial's TM Position: Q3 2026 in Review

J. Team Financial reduced its Toyota (TM) stake by 1.4% in Q3 2026, selling an estimated $6.19K and leaving 2,286 shares worth $419K. The position accounts for 0.36% of the portfolio, ranked #48.

J. Team Financial first reported a position in TM in Q3 2025 and has held it in 5 quarters since. The position peaked at $678K in Q1 2026. 391 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • J. Team Financial held 2,286 shares of Toyota worth $419K as of Q3 2026.
  • J. Team Financial sold 33 Toyota shares in Q3 2026, an estimated $6.19K.
  • Toyota made up 0.36% of J. Team Financial's portfolio in Q3 2026, its #48 holding.
  • J. Team Financial first reported a position in Toyota in Q3 2025 and has held it in 5 quarters since.
  • J. Team Financial's Toyota position peaked at $678K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.