MFG
TM icon

Merit Financial Group’s Toyota TM Stock Holding History

Merit Financial 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
Q2 		$623K Buy
3,699
+184
+5% +$34.9K ﹤0.01% 1366
2026
Q1 		$724K Buy
3,515
+770
+28% +$174K 0.01% 1151
2025
Q4 		$588K Buy
2,745
+126
+5% +$25.6K ﹤0.01% 1202
2025
Q3 		$500K Buy
2,619
+145
+6% +$27.3K ﹤0.01% 1190
2025
Q2 		$426K Buy
2,474
+629
+34% +$114K ﹤0.01% 1173
2025
Q1 		$326K Buy
1,845
+744
+68% +$138K ﹤0.01% 1092
2024
Q4 		$214K Buy
+1,101
New +$194K ﹤0.01% 1071

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

Merit Financial Group's TM Position: Q2 2026 in Review

Merit Financial Group increased its Toyota (TM) stake by 5.2% in Q2 2026, buying an estimated $34.9K and bringing the position to 3,699 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Merit Financial Group first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $724K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Merit Financial Group held 3,699 shares of Toyota worth $623K as of Q2 2026.
  • Merit Financial Group bought 184 Toyota shares in Q2 2026, an estimated $34.9K.
  • Toyota made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1366 holding.
  • Merit Financial Group first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Toyota position peaked at $724K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.