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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
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

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Root Financial Partners's TM Position: Q2 2026 in Review

Root Financial Partners sold out of Toyota (TM) in Q2 2026, closing a stake of 93 shares — an estimated $19.2K sold.

Root Financial Partners first reported a position in TM in Q3 2025 and held it in 3 quarters. The position peaked at $26K in Q3 2025. 239 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Root Financial Partners reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 93 Toyota shares in Q2 2026, an estimated $19.2K.
  • Root Financial Partners first reported a position in Toyota in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Toyota position peaked at $26K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.