PFG Investments’s Toyota TM Stock Holding History

PFG Investments’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	$333K	Sell	1,615 -69	-4%	-$15.6K	0.02%	793
2025 Q4	$361K	Buy	1,684 +282	+20%	+$57.2K	0.02%	721
2025 Q3	$268K	Sell	1,402 -142	-9%	-$26.8K	0.01%	844
2025 Q2	$266K	Buy	1,544 +14	+0.9%	+$2.53K	0.02%	786
2025 Q1	$270K	Sell	1,530 -1,531	-50%	-$285K	0.02%	761
2024 Q4	$596K	Sell	3,061 -201	-6%	-$35.4K	0.04%	431
2024 Q3	$582K	Buy	3,262 +837	+35%	+$156K	0.04%	435
2024 Q2	$497K	Sell	2,425 -681	-22%	-$151K	0.04%	451
2024 Q1	$782K	Buy	3,106 +1,940	+166%	+$429K	0.05%	393
2023 Q4	$214K	Sell	1,166 -31	-3%	-$5.65K	0.04%	433
2023 Q3	$215K	Sell	1,197 -55	-4%	-$9.39K	0.04%	441
2023 Q2	$201K	Buy	+1,252	New	+$180K	0.04%	465

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return