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Resonant Capital Advisors’s Toyota TM Stock Holding History

Resonant Capital 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 		– Sell
-1,487
Closed -$306K – 574
2026
Q1 		$306K Buy
1,487
+357
+32% +$80.7K 0.02% 386
2025
Q4 		$242K Buy
+1,130
New +$229K 0.01% 385

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Resonant Capital Advisors's TM Position: Q2 2026 in Review

Resonant Capital Advisors sold out of Toyota (TM) in Q2 2026, closing a stake of 1,487 shares — an estimated $306K sold.

Resonant Capital Advisors first reported a position in TM in Q4 2025 and held it in 2 quarters. The position peaked at $306K in Q1 2026. 376 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Resonant Capital Advisors reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 1,487 Toyota shares in Q2 2026, an estimated $306K.
  • Resonant Capital Advisors first reported a position in Toyota in Q4 2025 and held it in 2 quarters.
  • Resonant Capital Advisors's Toyota position peaked at $306K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.