Roxbury Financial
TM icon

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
Q3 		$41K Hold
224
– – 0.03% 224
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

Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return

Roxbury Financial's TM Position: Q3 2026 in Review

Roxbury Financial held its Toyota (TM) position steady in Q3 2026 at 224 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #224.

Roxbury Financial first reported a position in TM in Q4 2024 and has held it in 8 quarters since. The position peaked at $47.2K in Q4 2025. 254 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Roxbury Financial held 224 shares of Toyota worth $41K as of Q3 2026.
  • Roxbury Financial left its Toyota share count unchanged in Q3 2026.
  • Toyota made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #224 holding.
  • Roxbury Financial first reported a position in Toyota in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Toyota position peaked at $47.2K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.