Kingsview Wealth Management’s Toyota TM Stock Holding History

Kingsview Wealth Management’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	$383K	Buy	1,857 +65	+4%	+$14.7K	0.01%	986
2025 Q4	$384K	Buy	1,792 +39	+2%	+$7.91K	0.01%	940
2025 Q3	$335K	Buy	1,753 +247	+16%	+$46.6K	0.01%	925
2025 Q2	$259K	Sell	1,506 -144	-9%	-$26K	﹤0.01%	1001
2025 Q1	$291K	Sell	1,650 -76	-4%	-$14.1K	0.01%	908
2024 Q4	$336K	Buy	1,726 +46	+3%	+$8.09K	0.01%	852
2024 Q3	$300K	Buy	1,680 +128	+8%	+$23.9K	0.01%	883
2024 Q2	$318K	Sell	1,552 -603	-28%	-$133K	0.01%	812
2024 Q1	$542K	Buy	2,155 +73	+4%	+$16.2K	0.01%	645
2023 Q4	$382K	Sell	2,082 -209	-9%	-$38.1K	0.01%	701
2023 Q3	$412K	Sell	2,291 -34	-1%	-$5.8K	0.01%	674
2023 Q2	$374K	Buy	+2,325	New	+$335K	0.01%	673
2022 Q3	–	Sell	-1,347	Closed	-$208K	–	883
2022 Q2	$208K	Buy	1,347 +73	+6%	+$12.1K	0.01%	756
2022 Q1	$230K	Buy	+1,274	New	+$238K	0.01%	781

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