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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
Q2 		$37.7K Sell
224
-184
-45% -$34.9K 0.02% 353
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 $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

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

Richardson Financial Services reduced its Toyota (TM) stake by 45% in Q2 2026, selling an estimated $34.9K and leaving 224 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #353.

Richardson Financial Services first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $86.9K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Richardson Financial Services held 224 shares of Toyota worth $37.7K as of Q2 2026.
  • Richardson Financial Services sold 184 Toyota shares in Q2 2026, an estimated $34.9K.
  • Toyota made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #353 holding.
  • Richardson Financial Services first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Toyota position peaked at $86.9K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.