Key Financial Inc’s Toyota TM Stock Holding History

Key Financial Inc’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	$51.1K	Buy	248 +49	+25%	+$11.1K	0.01%	528
2025 Q4	$42.6K	Buy	199 +29	+17%	+$5.88K	0.01%	553
2025 Q3	$32.6K	Hold	170	–	–	0.01%	599
2025 Q2	$29.3K	Hold	170	–	–	0.01%	602
2025 Q1	$30K	Hold	170	–	–	0.01%	574
2024 Q4	$33.1K	Buy	170 +8	+5%	+$1.41K	0.01%	551
2024 Q3	$28.9K	Hold	162	–	–	0.01%	574
2024 Q2	$33.2K	Hold	162	–	–	0.01%	540
2024 Q1	$40.8K	Hold	162	–	–	0.01%	471
2023 Q4	$29.7K	Hold	162	–	–	0.01%	512
2023 Q3	$29.1K	Hold	162	–	–	0.01%	489
2023 Q2	$26K	Hold	162	–	–	0.01%	523
2023 Q1	$23K	Buy	162 +100	+161%	+$14.1K	0.01%	522
2022 Q4	$8.08K	Hold	62	–	–	﹤0.01%	680
2022 Q3	$8K	Hold	62	–	–	﹤0.01%	699
2022 Q2	$10K	Hold	62	–	–	0.01%	642
2022 Q1	$11K	Hold	62	–	–	0.01%	620
2021 Q4	$11K	Hold	62	–	–	0.01%	577
2021 Q3	$11K	Hold	62	–	–	0.01%	568
2021 Q2	$11K	Hold	62	–	–	0.01%	559
2021 Q1	$10K	Hold	62	–	–	0.01%	490
2020 Q4	$10K	Buy	+62	New	+$8.67K	0.01%	466
2020 Q2	–	Sell	-62	Closed	-$8K	–	574
2020 Q1	$8K	Buy	+62	New	+$8.28K	0.01%	441

Other funds holding TM

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 $871B AUM 31.28% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Key Financial Inc's TM Position: Q1 2026 in Review

Key Financial Inc increased its Toyota (TM) stake by 25% in Q1 2026, buying an estimated $11.1K and bringing the position to 248 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #528.

Key Financial Inc first reported a position in TM in Q1 2020 and has held it in 23 quarters since. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Key Financial Inc held 248 shares of Toyota worth $51.1K as of Q1 2026.
Key Financial Inc bought 49 Toyota shares in Q1 2026, an estimated $11.1K.
Toyota made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #528 holding.
Key Financial Inc first reported a position in Toyota in Q1 2020 and has held it in 23 quarters since.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.