Summit Trail Advisors’s Toyota TM Stock Holding History

Summit Trail 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
2026 Q1	$1.68M	Buy	+8,134	New	+$1.84M	0.02%	658
2025 Q4	–	Sell	-1,664	Closed	-$318K	–	1374
2025 Q3	$318K	Buy	1,664 +292	+21%	+$55K	﹤0.01%	1195
2025 Q2	$236K	Buy	+1,372	New	+$248K	﹤0.01%	999
2024 Q4	–	Sell	-1,558	Closed	-$278K	–	726
2024 Q3	$278K	Sell	1,558 -96	-6%	-$17.9K	0.01%	569
2024 Q2	$339K	Buy	1,654 +439	+36%	+$97.1K	0.01%	452
2024 Q1	$306K	Buy	1,215 +101	+9%	+$22.4K	0.01%	453
2023 Q4	$204K	Buy	+1,114	New	+$203K	0.01%	499
2018 Q2	–	Sell	-2,098	Closed	-$280K	–	666
2018 Q1	$280K	Sell	2,098 -5	-0.2%	-$670	0.05%	293
2017 Q4	$291K	Buy	+2,103	New	+$262K	0.04%	327

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 $871B 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 $5.72T 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