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SevenBridge Financial Group’s Toyota TM Stock Holding History

SevenBridge Financial 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
2026
Q1 		$204K Hold
1,016
– – 0.03% 193
2025
Q4 		$229K Sell
1,016
-20
-2% -$4.06K 0.04% 190
2025
Q3 		$215K Hold
1,036
– – 0.04% 198
2025
Q2 		$201K Buy
+1,036
New +$187K 0.04% 211
2024
Q4 		– Sell
-1,403
Closed -$244K – 228
2024
Q3 		$244K Hold
1,403
– – 0.05% 199
2024
Q2 		$238K Hold
1,403
– – 0.05% 185
2024
Q1 		$327K Hold
1,403
– – 0.07% 163
2023
Q4 		$257K Hold
1,403
– – 0.06% 167
2023
Q3 		$252K Hold
1,403
– – 0.07% 160
2023
Q2 		$226K Buy
+1,403
New +$202K 0.06% 167
2022
Q3 		– Sell
-1,403
Closed -$216K – 172
2022
Q2 		$216K Hold
1,403
– – 0.09% 134
2022
Q1 		$253K Hold
1,403
– – 0.09% 137
2021
Q4 		$260K Hold
1,403
– – 0.08% 154
2021
Q3 		$249K Hold
1,403
– – 0.08% 151
2021
Q2 		$245K Hold
1,403
– – 0.08% 151
2021
Q1 		$219K Hold
1,403
– – 0.08% 149
2020
Q4 		$217K Buy
+1,403
New +$196K 0.08% 144
2019
Q3 		– Sell
-1,220
Closed -$151K – 532
2019
Q2 		$151K Hold
1,220
– – 0.05% 174
2019
Q1 		$144K Sell
1,220
-225
-16% -$27.2K 0.05% 161
2018
Q4 		$168K Hold
1,445
– – 0.1% 137
2018
Q3 		$180K Sell
1,445
-655
-31% -$82.8K 0.1% 138
2018
Q2 		$271K Hold
2,100
– – 0.15% 115
2018
Q1 		$274K Sell
2,100
-50
-2% -$6.7K 0.16% 113
2017
Q4 		$273K Sell
2,150
-250
-10% -$31.2K 0.15% 117
2017
Q3 		$286K Hold
2,400
– – 0.16% 114
2017
Q2 		$252K Hold
2,400
– – 0.15% 120
2017
Q1 		$254K Sell
2,400
-635
-21% -$72.9K 0.17% 112
2016
Q4 		$348K Hold
3,035
– – 0.25% 93
2016
Q3 		$348K Sell
3,035
-375
-11% -$42.9K 0.25% 93
2016
Q2 		$341K Buy
+3,410
New +$350K 0.24% 99

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

SevenBridge Financial Group's TM Position: Q1 2026 in Review

SevenBridge Financial Group held its Toyota (TM) position steady in Q1 2026 at 1,016 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #193.

SevenBridge Financial Group first reported a position in TM in Q2 2016 and has held it in 30 quarters since. The position peaked at $348K in Q4 2016. 695 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • SevenBridge Financial Group held 1,016 shares of Toyota worth $204K as of Q1 2026.
  • SevenBridge Financial Group left its Toyota share count unchanged in Q1 2026.
  • Toyota made up 0.03% of SevenBridge Financial Group's portfolio in Q1 2026, its #193 holding.
  • SevenBridge Financial Group first reported a position in Toyota in Q2 2016 and has held it in 30 quarters since.
  • SevenBridge Financial Group's Toyota position peaked at $348K in Q4 2016.
  • 695 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.