Root Financial Partners
TM icon

Root Financial Partners’s Toyota TM Stock Holding History

Root Financial Partners’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
Q3 		$61.9K Buy
+338
New +$63.4K ﹤0.01% 975
2026
Q2 		– Sell
-93
Closed -$19.2K – 2928
2026
Q1 		$19.2K Sell
93
-28
-23% -$6.33K ﹤0.01% 1339
2025
Q4 		$25.9K Sell
121
-15
-11% -$3.04K ﹤0.01% 1039
2025
Q3 		$26K Buy
+136
New +$25.6K ﹤0.01% 984

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's TM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Toyota (TM) in Q3 2026: 338 shares worth $61.9K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TM as recently as Q1 2026.

Root Financial Partners first reported a position in TM in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Root Financial Partners held 338 shares of Toyota worth $61.9K as of Q3 2026.
  • Toyota was a new Root Financial Partners position in Q3 2026.
  • Toyota made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #975 holding.
  • Root Financial Partners first reported a position in Toyota in Q3 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.