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Newbridge Financial Services Group’s Toyota TM Stock Holding History

Newbridge Financial Services 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 		$24.7K Buy
147
+2
+1% +$379 ﹤0.01% 658
2026
Q1 		$29.8K Hold
145
– – ﹤0.01% 553
2025
Q4 		$31K Buy
145
+2
+1% +$406 ﹤0.01% 544
2025
Q3 		$27.3K Hold
143
– – ﹤0.01% 667
2025
Q2 		$24.6K Sell
143
-72
-33% -$13K ﹤0.01% 669
2025
Q1 		$37.9K Hold
215
– – 0.01% 424
2024
Q4 		$41.8K Buy
+215
New +$37.8K 0.01% 447

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

Newbridge Financial Services Group's TM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Toyota (TM) stake by 1.4% in Q2 2026, buying an estimated $379 and bringing the position to 147 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Newbridge Financial Services Group first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.8K in Q4 2024. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Newbridge Financial Services Group held 147 shares of Toyota worth $24.7K as of Q2 2026.
  • Newbridge Financial Services Group bought 2 Toyota shares in Q2 2026, an estimated $379.
  • Toyota made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #658 holding.
  • Newbridge Financial Services Group first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Newbridge Financial Services Group's Toyota position peaked at $41.8K in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.