Richardson Financial Services’s Toyota TM Stock Holding History

Richardson 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 Q1	$84.1K	Buy	408 +2	+0.5%	+$452	0.05%	240
2025 Q4	$86.9K	Buy	406 +120	+42%	+$24.3K	0.03%	240
2025 Q3	$54.7K	Buy	286 +164	+134%	+$30.9K	0.03%	277
2025 Q2	$20.9K	Buy	122 +1	+0.8%	+$181	0.01%	334
2025 Q1	$21.4K	Buy	121 +44	+57%	+$8.19K	0.02%	320
2024 Q4	$15.1K	Sell	77 -34	-31%	-$5.98K	0.01%	357
2024 Q3	$22.8K	Hold	111	–	–	0.01%	330
2024 Q2	$22.8K	Sell	111 -90	-45%	-$19.9K	0.02%	310
2024 Q1	$50.6K	Sell	201 -1	-0.5%	-$221	0.04%	248
2023 Q4	$37K	Buy	+202	New	+$36.8K	0.03%	235

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