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PKS Advisory Services’s Toyota TM Stock Holding History

PKS Advisory Services’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 		$292K Sell
1,736
-699
-29% -$132K 0.05% 290
2026
Q1 		$502K Sell
2,435
-45
-2% -$10.2K 0.12% 162
2025
Q4 		$531K Buy
2,480
+675
+37% +$137K 0.12% 152
2025
Q3 		$345K Hold
1,805
– – 0.07% 183
2025
Q2 		$311K Buy
1,805
+15
+0.8% +$2.71K 0.08% 190
2025
Q1 		$316K Buy
1,790
+145
+9% +$27K 0.09% 176
2024
Q4 		$320K Buy
+1,645
New +$289K 0.08% 183

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

PKS Advisory Services's TM Position: Q2 2026 in Review

PKS Advisory Services reduced its Toyota (TM) stake by 29% in Q2 2026, selling an estimated $132K and leaving 1,736 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #290.

PKS Advisory Services first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q4 2025. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • PKS Advisory Services held 1,736 shares of Toyota worth $292K as of Q2 2026.
  • PKS Advisory Services sold 699 Toyota shares in Q2 2026, an estimated $132K.
  • Toyota made up 0.05% of PKS Advisory Services's portfolio in Q2 2026, its #290 holding.
  • PKS Advisory Services first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • PKS Advisory Services's Toyota position peaked at $531K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.