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Sequoia Financial Advisors’s Toyota TM Stock Holding History

Sequoia Financial Advisors’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
2024
Q1 		– Hold
0
– -$18.3K – 1282
2023
Q4 		– Hold
0
– – – 1193
2023
Q3 		– Hold
0
– – – 960
2023
Q2 		– Hold
0
– – – 964
2023
Q1 		– Hold
0
– – – 835
2022
Q4 		– Hold
0
– – – 802

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

Sequoia Financial Advisors's TM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Toyota (TM) stake by 27% in Q2 2026, selling an estimated $758K and leaving 10,666 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #678.

Sequoia Financial Advisors first reported a position in TM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.02M in Q1 2026. 235 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Sequoia Financial Advisors held 10,666 shares of Toyota worth $1.8M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,000 Toyota shares in Q2 2026, an estimated $758K.
  • Toyota made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #678 holding.
  • Sequoia Financial Advisors first reported a position in Toyota in Q1 2020 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's Toyota position peaked at $3.02M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.