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 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

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