Summit Financial’s Toyota TM Stock Holding History

Summit 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
2025 Q3	–	Sell	-1,435	Closed	-$247K	–	1264
2025 Q2	$247K	Buy	1,435 +248	+21%	+$44.9K	0.01%	733
2025 Q1	$210K	Buy	+1,187	New	+$221K	0.01%	686

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Summit Financial's TM Position: Q3 2025 in Review

Summit Financial sold out of Toyota (TM) in Q3 2025, closing a stake of 1,435 shares — an estimated $247K sold.

Summit Financial first reported a position in TM in Q1 2025 and held it in 2 quarters. The position peaked at $247K in Q2 2025. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Summit Financial reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
Summit Financial sold 1,435 Toyota shares in Q3 2025, an estimated $247K.
Summit Financial first reported a position in Toyota in Q1 2025 and held it in 2 quarters.
Summit Financial's Toyota position peaked at $247K in Q2 2025.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.