SRB Corp’s Toyota TM Stock Holding History

SRB Corp’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	$60.1M	Sell	291,815 -6,277	-2%	-$1.42M	3.69%	14
2025 Q4	$63.8M	Hold	298,092	–	–	3.5%	14
2025 Q3	$57M	Sell	298,092 -900	-0.3%	-$170K	3.26%	13
2025 Q2	$51.5M	Hold	298,992	–	–	3.09%	12
2025 Q1	$52.8M	Sell	298,992 -99,664	-25%	-$18.5M	3.44%	12
2024 Q4	$77.6M	Buy	398,656 +7,708	+2%	+$1.36M	4.45%	9
2024 Q3	$69.8M	Buy	390,948 +78,044	+25%	+$14.6M	3.91%	14
2024 Q2	$64.1M	Hold	312,904	–	–	3.8%	13
2024 Q1	$78.8M	Sell	312,904 -20,295	-6%	-$4.49M	4.36%	8
2023 Q4	$61.1M	Sell	333,199 -245,533	-42%	-$44.8M	3.61%	13
2023 Q3	$104M	Hold	578,732	–	–	6.3%	8
2023 Q2	$93M	Hold	578,732	–	–	5.46%	10
2023 Q1	$82M	Hold	578,732	–	–	5.16%	10
2022 Q4	$79M	Hold	578,732	–	–	5.01%	10
2022 Q3	$75.4M	Hold	578,732	–	–	5.26%	9
2022 Q2	$89.2M	Sell	578,732 -28,123	-5%	-$4.65M	5.78%	7
2022 Q1	$109M	Hold	606,855	–	–	6.08%	8
2021 Q4	$112M	Buy	606,855 +107,200	+21%	+$19.3M	5.87%	7
2021 Q3	$88.8M	Buy	+499,655	New	+$89.2M	5.34%	9

Other funds holding TM

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

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 New York $5.7T 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