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Patriot Financial Group Insurance Agency’s Toyota TM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-2,574
Closed -$551K – 718
2025
Q4 		$551K Sell
2,574
-72
-3% -$14.6K 0.07% 280
2025
Q3 		$506K Buy
2,646
+4
+0.2% +$754 0.06% 283
2025
Q2 		$455K Buy
+2,642
New +$478K 0.05% 328
2022
Q3 		– Sell
-396
Closed -$61K – 1815
2022
Q2 		$61K Sell
396
-65
-14% -$10.7K 0.01% 671
2022
Q1 		$83K Sell
461
-270
-37% -$50.5K 0.01% 638
2021
Q4 		$135K Sell
731
-12
-2% -$2.16K 0.02% 560
2021
Q3 		$132K Buy
743
+84
+13% +$15K 0.02% 567
2021
Q2 		$115K Sell
659
-3
-0.5% -$492 0.02% 577
2021
Q1 		$103K Buy
662
+35
+6% +$5.29K 0.02% 548
2020
Q4 		$97K Hold
627
– – 0.02% 508
2020
Q3 		$83K Hold
627
– – 0.03% 432
2020
Q2 		$79K Sell
627
-9
-1% -$1.12K 0.03% 410
2020
Q1 		$76K Buy
636
+627
+6,967% +$83.7K 0.03% 367
2019
Q4 		$1K Hold
9
– – ﹤0.01% 1259
2019
Q3 		$1K Hold
9
– – ﹤0.01% 1240
2019
Q2 		$1K Sell
9
-2
-18% -$244 ﹤0.01% 1342
2019
Q1 		$1K Buy
+11
New +$1.33K ﹤0.01% 1175
2017
Q4 		– Sell
-75
Closed -$9K – 967
2017
Q3 		$9K Hold
75
– – 0.01% 580
2017
Q2 		$8K Hold
75
– – 0.01% 588
2017
Q1 		$8K Hold
75
– – 0.01% 538
2016
Q4 		$9K Buy
+75
New +$8.74K 0.01% 490

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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TM Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Toyota (TM) in Q1 2026, closing a stake of 2,574 shares — an estimated $551K sold.

Patriot Financial Group Insurance Agency first reported a position in TM in Q4 2016 and held it in 21 quarters. The position peaked at $551K in Q4 2025. 697 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,574 Toyota shares in Q1 2026, an estimated $551K.
  • Patriot Financial Group Insurance Agency first reported a position in Toyota in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Toyota position peaked at $551K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.