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Provenance Wealth Advisors’s Toyota TM Stock Holding History

Provenance Wealth Advisors’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 		$103K Hold
614
– – 0.01% 176
2026
Q1 		$127K Hold
614
– – 0.01% 147
2025
Q4 		$131K Hold
614
– – 0.01% 135
2025
Q3 		$117K Hold
614
– – 0.02% 157
2025
Q2 		$106K Sell
614
-2
-0.3% -$362 0.02% 160
2025
Q1 		$109K Hold
616
– – 0.02% 177
2024
Q4 		$120K Hold
616
– – 0.02% 176
2024
Q3 		$110K Hold
616
– – 0.01% 182
2024
Q2 		$126K Hold
616
– – 0.02% 163
2024
Q1 		$155K Hold
616
– – 0.02% 159
2023
Q4 		$113K Buy
616
+113
+22% +$20.6K 0.02% 157
2023
Q3 		$90.4K Buy
+503
New +$85.9K 0.01% 148

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

Provenance Wealth Advisors's TM Position: Q2 2026 in Review

Provenance Wealth Advisors held its Toyota (TM) position steady in Q2 2026 at 614 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #176.

Provenance Wealth Advisors first reported a position in TM in Q3 2023 and has held it in 12 quarters since. The position peaked at $155K in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Provenance Wealth Advisors held 614 shares of Toyota worth $103K as of Q2 2026.
  • Provenance Wealth Advisors left its Toyota share count unchanged in Q2 2026.
  • Toyota made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Provenance Wealth Advisors first reported a position in Toyota in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Toyota position peaked at $155K in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.