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Kestra Advisory Services’s Toyota TM Stock Holding History

Kestra Advisory Services’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 		$1.34M Sell
7,970
-1,074
-12% -$203K ﹤0.01% 1623
2026
Q1 		$1.86M Buy
9,044
+1,065
+13% +$241K 0.01% 1352
2025
Q4 		$1.71M Buy
7,979
+498
+7% +$101K 0.01% 1306
2025
Q3 		$1.43M Sell
7,481
-380
-5% -$71.6K 0.01% 1360
2025
Q2 		$1.35M Buy
7,861
+254
+3% +$45.9K 0.01% 1303
2025
Q1 		$1.34M Sell
7,607
-59
-0.8% -$11K 0.01% 1204
2024
Q4 		$1.49M Sell
7,666
-535
-7% -$94.1K 0.01% 1162
2024
Q3 		$1.46M Sell
8,201
-559
-6% -$104K 0.01% 1120
2024
Q2 		$1.69M Buy
8,760
+400
+5% +$88.5K 0.01% 1046
2024
Q1 		$2.1M Buy
8,360
+764
+10% +$169K 0.01% 852
2023
Q4 		$1.39M Sell
7,596
-147
-2% -$26.8K 0.01% 964
2023
Q3 		$1.39M Buy
7,743
+1,657
+27% +$283K 0.01% 844
2023
Q2 		$978K Sell
6,086
-559
-8% -$80.4K 0.01% 991
2023
Q1 		$941K Sell
6,645
-1,893
-22% -$266K 0.01% 976
2022
Q4 		$1.17M Sell
8,538
-791
-8% -$110K 0.01% 990
2022
Q3 		$1.22M Buy
9,329
+888
+11% +$135K 0.01% 880
2022
Q2 		$1.3M Buy
8,441
+1,317
+18% +$218K 0.01% 850
2022
Q1 		$1.28M Buy
7,124
+130
+2% +$24.3K 0.01% 849
2021
Q4 		$1.3M Sell
6,994
-165
-2% -$29.7K 0.01% 868
2021
Q3 		$1.27M Buy
7,159
+153
+2% +$27.3K 0.01% 892
2021
Q2 		$1.23M Buy
7,006
+90
+1% +$14.8K 0.01% 841
2021
Q1 		$1.08M Sell
6,916
-657
-9% -$99.4K 0.01% 829
2020
Q4 		$1.17M Buy
7,573
+7,475
+7,628% +$1.04M 0.01% 797
2020
Q3 		$775K Buy
+98
New +$12.7K 0.01% 707

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

Kestra Advisory Services's TM Position: Q2 2026 in Review

Kestra Advisory Services reduced its Toyota (TM) stake by 12% in Q2 2026, selling an estimated $203K and leaving 7,970 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Kestra Advisory Services first reported a position in TM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.1M in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Kestra Advisory Services held 7,970 shares of Toyota worth $1.34M as of Q2 2026.
  • Kestra Advisory Services sold 1,074 Toyota shares in Q2 2026, an estimated $203K.
  • Toyota made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1623 holding.
  • Kestra Advisory Services first reported a position in Toyota in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Toyota position peaked at $2.1M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.