KFA
TM icon

Kelleher Financial Advisors’s Toyota TM Stock Holding History

Kelleher Financial Advisors’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 		$15.2K Buy
90
+45
+100% +$8.52K ﹤0.01% 582
2026
Q1 		$9.27K Hold
45
– – ﹤0.01% 545
2025
Q4 		$9.63K Hold
45
– – ﹤0.01% 581
2025
Q3 		$8.6K Buy
+45
New +$8.48K ﹤0.01% 516

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

Kelleher Financial Advisors's TM Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Toyota (TM) stake by 100% in Q2 2026, buying an estimated $8.52K and bringing the position to 90 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Kelleher Financial Advisors first reported a position in TM in Q3 2025 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Kelleher Financial Advisors held 90 shares of Toyota worth $15.2K as of Q2 2026.
  • Kelleher Financial Advisors bought 45 Toyota shares in Q2 2026, an estimated $8.52K.
  • Toyota made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #582 holding.
  • Kelleher Financial Advisors first reported a position in Toyota in Q3 2025 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.