SageView Advisory Group’s Toyota TM Stock Holding History

SageView Advisory Group’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
2025 Q4	$100K	Buy	+469	New	+$95.1K	﹤0.01%	833

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

SageView Advisory Group's TM Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Toyota (TM) in Q4 2025: 469 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings.

684 funds tracked by Wall St. Rank hold TM as of Q4 2025.

SageView Advisory Group held 469 shares of Toyota worth $100K as of Q4 2025.
Toyota was a new SageView Advisory Group position in Q4 2025.
Toyota made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #833 holding.
684 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.