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Prospera Financial Services’s Toyota TM Stock Holding History

Prospera Financial 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 		– Sell
-3,660
Closed -$754K – 1538
2026
Q1 		$754K Buy
3,660
+53
+1% +$12K 0.01% 837
2025
Q4 		$772K Sell
3,607
-4
-0.1% -$811 0.01% 777
2025
Q3 		$690K Sell
3,611
-33
-0.9% -$6.22K 0.01% 825
2025
Q2 		$628K Sell
3,644
-184
-5% -$33.3K 0.01% 826
2025
Q1 		$676K Sell
3,828
-51
-1% -$9.49K 0.02% 678
2024
Q4 		$755K Sell
3,879
-45
-1% -$7.92K 0.02% 626
2024
Q3 		$701K Sell
3,924
-136
-3% -$25.4K 0.02% 617
2024
Q2 		$832K Sell
4,060
-34
-0.8% -$7.52K 0.02% 555
2024
Q1 		$1.03M Buy
4,094
+243
+6% +$53.8K 0.03% 488
2023
Q4 		$706K Sell
3,851
-257
-6% -$46.9K 0.02% 556
2023
Q3 		$738K Sell
4,108
-276
-6% -$47.1K 0.03% 504
2023
Q2 		$705K Buy
+4,384
New +$631K 0.03% 511
2022
Q2 		– Sell
-459
Closed -$83K – 2525
2022
Q1 		$83K Buy
+459
New +$85.8K ﹤0.01% 1177
2020
Q4 		– Sell
-11
Closed -$2K – 1489
2020
Q3 		$2K Buy
+11
New +$1.43K ﹤0.01% 1493
2018
Q2 		– Sell
-2,340
Closed -$305K – 474
2018
Q1 		$305K Buy
+2,340
New +$314K 0.04% 336

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

Prospera Financial Services's TM Position: Q2 2026 in Review

Prospera Financial Services sold out of Toyota (TM) in Q2 2026, closing a stake of 3,660 shares — an estimated $754K sold.

Prospera Financial Services first reported a position in TM in Q1 2018 and held it in 15 quarters. The position peaked at $1.03M in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Prospera Financial Services reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 3,660 Toyota shares in Q2 2026, an estimated $754K.
  • Prospera Financial Services first reported a position in Toyota in Q1 2018 and held it in 15 quarters.
  • Prospera Financial Services's Toyota position peaked at $1.03M in Q1 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.