Norway Savings Bank’s Toyota TM Stock Holding History

Norway Savings Bank’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	$324K	Buy	1,923 +287	+18%	+$54.4K	0.14%	96
2026 Q1	$337K	Buy	1,636 +224	+16%	+$50.6K	0.16%	92
2025 Q4	$302K	Sell	1,412 -26	-2%	-$5.27K	0.14%	95
2025 Q3	$275K	Sell	1,438 -20	-1%	-$3.77K	0.13%	97
2025 Q2	$251K	Hold	1,458	–	–	0.13%	98
2025 Q1	$257K	Buy	1,458 +225	+18%	+$41.9K	0.15%	96
2024 Q4	$240K	Buy	+1,233	New	+$217K	0.13%	103
2021 Q1	–	Sell	-37	Closed	-$6K	–	426
2020 Q4	$6K	Buy	+37	New	+$5.17K	﹤0.01%	296

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return