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Roxbury Financial’s Toyota TM Stock Holding History

Roxbury Financial’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 Buy
224
+3
+1% +$568 0.03% 222
2026
Q1 		$45.5K Hold
221
– – 0.04% 193
2025
Q4 		$47.2K Buy
221
+3
+1% +$609 0.04% 187
2025
Q3 		$41.7K Hold
218
– – 0.04% 196
2025
Q2 		$37.6K Buy
218
+3
+1% +$543 0.04% 199
2025
Q1 		$39K Buy
215
+3
+1% +$558 0.04% 186
2024
Q4 		$36.2K Buy
+212
New +$37.3K 0.03% 193

Other funds holding TM

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
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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Roxbury Financial's TM Position: Q2 2026 in Review

Roxbury Financial increased its Toyota (TM) stake by 1.4% in Q2 2026, buying an estimated $568 and bringing the position to 224 shares worth $37.7K. The position accounts for 0.03% of the portfolio, ranked #222.

Roxbury Financial first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.2K in Q4 2025. 87 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Roxbury Financial held 224 shares of Toyota worth $37.7K as of Q2 2026.
  • Roxbury Financial bought 3 Toyota shares in Q2 2026, an estimated $568.
  • Toyota made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #222 holding.
  • Roxbury Financial first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Toyota position peaked at $47.2K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.