Mather Group
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Mather Group’s Toyota TM Stock Holding History

Mather Group’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
Q3 		$30K Buy
164
+100
+156% +$18.8K ﹤0.01% 1322
2026
Q2 		$10.8K Sell
64
-12
-16% -$2.27K ﹤0.01% 1482
2026
Q1 		$15.7K Buy
+76
New +$17.2K ﹤0.01% 1343
2025
Q4 		– Sell
-63
Closed -$12K – 1553
2025
Q3 		$12K Buy
+63
New +$11.9K ﹤0.01% 1229
2025
Q2 		– Sell
-63
Closed -$11.1K – 1618
2025
Q1 		$11.1K Sell
63
-1
-2% -$186 ﹤0.01% 1231
2024
Q4 		$12.5K Hold
64
– – ﹤0.01% 1192
2024
Q3 		$11.4K Sell
64
-105
-62% -$19.6K ﹤0.01% 1155
2024
Q2 		$42.6K Buy
169
+90
+114% +$19.9K ﹤0.01% 1040
2024
Q1 		$14.5K Buy
+79
New +$17.5K ﹤0.01% 1119

Other funds holding TM

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Mather Group's TM Position: Q3 2026 in Review

Mather Group increased its Toyota (TM) stake by 156% in Q3 2026, buying an estimated $18.8K and bringing the position to 164 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Mather Group first reported a position in TM in Q1 2024 and has held it in 9 quarters since. The position peaked at $42.6K in Q2 2024. 139 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Mather Group held 164 shares of Toyota worth $30K as of Q3 2026.
  • Mather Group bought 100 Toyota shares in Q3 2026, an estimated $18.8K.
  • Toyota made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1322 holding.
  • Mather Group first reported a position in Toyota in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Toyota position peaked at $42.6K in Q2 2024.
  • 139 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.