Principal Securities’s Toyota TM Stock Holding History

Principal Securities’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	$2.04M	Sell	12,128 -3,559	-23%	-$674K	0.02%	537
2026 Q1	$3.23M	Buy	15,687 +180	+1%	+$40.7K	0.05%	352
2025 Q4	$3.32M	Buy	15,507 +2,388	+18%	+$484K	0.05%	326
2025 Q3	$2.51M	Buy	13,119 +2,015	+18%	+$380K	0.04%	385
2025 Q2	$1.91M	Buy	11,104 +4,092	+58%	+$740K	0.04%	429
2025 Q1	$1.36M	Buy	7,012 +32	+0.5%	+$5.96K	0.03%	452
2024 Q4	$1.36M	Buy	6,980 +733	+12%	+$129K	0.03%	456
2024 Q3	$1.12M	Sell	6,247 -66	-1%	-$12.3K	0.03%	493
2024 Q2	$1.29M	Sell	6,313 -427	-6%	-$94.5K	0.04%	416
2024 Q1	$1.7M	Buy	6,740 +1,308	+24%	+$290K	0.05%	314
2023 Q4	$996K	Buy	+5,432	New	+$990K	0.04%	413

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Principal Securities's TM Position: Q2 2026 in Review

Principal Securities reduced its Toyota (TM) stake by 23% in Q2 2026, selling an estimated $674K and leaving 12,128 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #537.

Principal Securities first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q4 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Principal Securities held 12,128 shares of Toyota worth $2.04M as of Q2 2026.
Principal Securities sold 3,559 Toyota shares in Q2 2026, an estimated $674K.
Toyota made up 0.02% of Principal Securities's portfolio in Q2 2026, its #537 holding.
Principal Securities first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Toyota position peaked at $3.32M in Q4 2025.
640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.