Park Square Financial Group
TM icon

Park Square Financial Group’s Toyota TM Stock Holding History

Park Square 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
Q3 		$4.03K Hold
22
– – 0.05% 124
2026
Q2 		$3.7K Sell
22
-18
-45% -$3.41K 0.03% 139
2026
Q1 		$8.24K Buy
40
+4
+11% +$904 0.06% 105
2025
Q4 		$7.01K Sell
36
-46
-56% -$9.33K 0.04% 174
2025
Q3 		$15.7K Sell
82
-4
-5% -$754 0.07% 120
2025
Q2 		$14.8K Buy
86
+24
+39% +$4.34K 0.01% 523
2025
Q1 		$10.9K Buy
62
+9
+17% +$1.68K 0.01% 573
2024
Q4 		$10.3K Buy
+53
New +$9.32K 0.01% 578

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Park Square Financial Group's TM Position: Q3 2026 in Review

Park Square Financial Group held its Toyota (TM) position steady in Q3 2026 at 22 shares worth $4.03K. The position accounts for 0.05% of the portfolio, ranked #124.

Park Square Financial Group first reported a position in TM in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.7K in Q3 2025. 391 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Park Square Financial Group held 22 shares of Toyota worth $4.03K as of Q3 2026.
  • Park Square Financial Group left its Toyota share count unchanged in Q3 2026.
  • Toyota made up 0.05% of Park Square Financial Group's portfolio in Q3 2026, its #124 holding.
  • Park Square Financial Group first reported a position in Toyota in Q4 2024 and has held it in 8 quarters since.
  • Park Square Financial Group's Toyota position peaked at $15.7K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.