Kestra Private Wealth Services’s Toyota TM Stock Holding History

Kestra Private Wealth 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 Q1	$388K	Buy	1,883 +243	+15%	+$54.9K	﹤0.01%	1331
2025 Q4	$351K	Sell	1,640 -3,437	-68%	-$697K	﹤0.01%	1350
2025 Q3	$970K	Buy	5,077 +3,481	+218%	+$656K	0.01%	798
2025 Q2	$275K	Buy	1,596 +47	+3%	+$8.5K	﹤0.01%	1332
2025 Q1	$273K	Sell	1,549 -130	-8%	-$24.2K	﹤0.01%	1244
2024 Q4	$327K	Buy	1,679 +522	+45%	+$91.8K	0.01%	1102
2024 Q3	$207K	Sell	1,157 -872	-43%	-$163K	﹤0.01%	1258
2024 Q2	$416K	Sell	2,029 -156	-7%	-$34.5K	0.01%	906
2024 Q1	$550K	Sell	2,185 -146	-6%	-$32.3K	0.01%	763
2023 Q4	$427K	Buy	2,331 +20	+0.9%	+$3.65K	0.01%	789
2023 Q3	$415K	Buy	2,311 +384	+20%	+$65.6K	0.01%	737
2023 Q2	$310K	Buy	1,927 +352	+22%	+$50.6K	0.01%	811
2023 Q1	$223K	Buy	+1,575	New	+$221K	0.01%	882
2022 Q2	–	Sell	-1,233	Closed	-$222K	–	1011
2022 Q1	$222K	Sell	1,233 -223	-15%	-$41.7K	0.01%	854
2021 Q4	$270K	Buy	1,456 +11	+0.8%	+$1.98K	0.01%	809
2021 Q3	$257K	Sell	1,445 -64	-4%	-$11.4K	0.01%	769
2021 Q2	$264K	Buy	1,509 +77	+5%	+$12.6K	0.02%	718
2021 Q1	$223K	Sell	1,432 -26	-2%	-$3.93K	0.02%	704
2020 Q4	$225K	Buy	+1,458	New	+$204K	0.02%	637

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return