Johnson Bixby & Associates’s Taylor Devices TAYD Stock Holding History

Johnson Bixby & Associates’s Portfolio TAYD Stock Details TAYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$244K	Hold	4,000	–	–	0.03%	118
2026 Q2	$235K	Hold	4,000	–	–	0.03%	119
2026 Q1	$228K	Hold	4,000	–	–	0.03%	119
2025 Q4	$234K	Buy	+4,000	New	+$194K	0.03%	110
2024 Q3	–	Sell	-7,500	Closed	-$337K	–	117
2024 Q2	$337K	Hold	7,500	–	–	0.06%	82
2024 Q1	$373K	Buy	+7,500	New	+$262K	0.06%	77
2023 Q1	–	Sell	-20,000	Closed	-$284K	–	101
2022 Q4	$284K	Hold	20,000	–	–	0.07%	80
2022 Q3	$203K	Hold	20,000	–	–	0.05%	95
2022 Q2	$174K	Hold	20,000	–	–	0.04%	98
2022 Q1	$196K	Hold	20,000	–	–	0.05%	91
2021 Q4	$218K	Hold	20,000	–	–	0.06%	82
2021 Q3	$226K	Hold	20,000	–	–	0.07%	72
2021 Q2	$229K	Hold	20,000	–	–	0.07%	75
2021 Q1	$226K	Hold	20,000	–	–	0.07%	72
2020 Q4	$208K	Buy	+20,000	New	+$195K	0.07%	72

Other funds holding TAYD

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Johnson Bixby & Associates's TAYD Position: Q3 2026 in Review

Johnson Bixby & Associates held its Taylor Devices (TAYD) position steady in Q3 2026 at 4,000 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #118.

Johnson Bixby & Associates first reported a position in TAYD in Q4 2020 and has held it in 15 quarters since. The position peaked at $373K in Q1 2024. 11 funds tracked by Wall St. Rank hold TAYD as of Q3 2026.

Johnson Bixby & Associates held 4,000 shares of Taylor Devices worth $244K as of Q3 2026.
Johnson Bixby & Associates left its Taylor Devices share count unchanged in Q3 2026.
Taylor Devices made up 0.03% of Johnson Bixby & Associates's portfolio in Q3 2026, its #118 holding.
Johnson Bixby & Associates first reported a position in Taylor Devices in Q4 2020 and has held it in 15 quarters since.
Johnson Bixby & Associates's Taylor Devices position peaked at $373K in Q1 2024.
11 funds tracked by Wall St. Rank held Taylor Devices as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.