Jones Financial Companies
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Jones Financial Companies’s Toyota TM Stock Holding History

Jones Financial Companies’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 		$33.7M Sell
196,276
-148,749
-43% -$28.2M 0.01% 517
2026
Q1 		$71.3M Buy
345,025
+332,467
+2,647% +$75.1M 0.03% 265
2025
Q4 		$2.69M Buy
12,558
+3,421
+37% +$694K ﹤0.01% 844
2025
Q3 		$1.81M Buy
9,137
+781
+9% +$147K ﹤0.01% 894
2025
Q2 		$1.47M Buy
8,356
+2,073
+33% +$375K ﹤0.01% 852
2025
Q1 		$1.12M Buy
6,283
+1,913
+44% +$356K ﹤0.01% 814
2024
Q4 		$851K Buy
4,370
+1,695
+63% +$298K ﹤0.01% 798
2024
Q3 		$488K Buy
2,675
+1,772
+196% +$331K ﹤0.01% 828
2024
Q2 		$185K Buy
903
+779
+628% +$172K ﹤0.01% 858
2024
Q1 		$31.2K Buy
124
+61
+97% +$13.5K ﹤0.01% 815
2023
Q4 		$11.6K Buy
63
+44
+232% +$8.02K ﹤0.01% 664
2023
Q3 		$3.42K Buy
+19
New +$3.24K ﹤0.01% 536
2022
Q2 		– Sell
-58
Closed -$10K – 840
2022
Q1 		$10K Hold
58
– – ﹤0.01% 510
2021
Q4 		$11K Hold
58
– – ﹤0.01% 545
2021
Q3 		$10K Sell
58
-58
-50% -$10.4K ﹤0.01% 505
2021
Q2 		$20K Buy
116
+4
+4% +$657 ﹤0.01% 408
2021
Q1 		$17K Buy
112
+54
+93% +$8.17K ﹤0.01% 475
2020
Q4 		$9K Buy
+58
New +$8.11K ﹤0.01% 445
2013
Q4 		– Sell
-84
Closed -$11K – 515
2013
Q3 		$11K Sell
84
-46
-35% -$5.86K ﹤0.01% 508
2013
Q2 		$16K Buy
+130
New +$15.2K ﹤0.01% 512

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies's TM Position: Q2 2026 in Review

Jones Financial Companies reduced its Toyota (TM) stake by 43% in Q2 2026, selling an estimated $28.2M and leaving 196,276 shares worth $33.7M. The position accounts for 0.01% of the portfolio, ranked #517.

Jones Financial Companies first reported a position in TM in Q2 2013 and has held it in 20 quarters since. The position peaked at $71.3M in Q1 2026. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Jones Financial Companies held 196,276 shares of Toyota worth $33.7M as of Q2 2026.
  • Jones Financial Companies sold 148,749 Toyota shares in Q2 2026, an estimated $28.2M.
  • Toyota made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #517 holding.
  • Jones Financial Companies first reported a position in Toyota in Q2 2013 and has held it in 20 quarters since.
  • Jones Financial Companies's Toyota position peaked at $71.3M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.