Toth Financial Advisory
TM icon

Toth Financial Advisory’s Toyota TM Stock Holding History

Toth Financial Advisory’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
Q3 		$7.32K Hold
40
– – ﹤0.01% 621
2026
Q2 		$6.74K Hold
40
– – ﹤0.01% 626
2026
Q1 		$8.24K Buy
40
+5
+14% +$1.13K ﹤0.01% 583
2025
Q4 		$7.49K Hold
35
– – ﹤0.01% 593
2025
Q3 		$6.69K Hold
35
– – ﹤0.01% 577
2025
Q2 		$6.03K Hold
35
– – ﹤0.01% 539
2025
Q1 		$6.18K Hold
35
– – ﹤0.01% 507
2024
Q4 		$6.81K Buy
+35
New +$6.16K ﹤0.01% 486
2020
Q2 		– Sell
-10
Closed -$1K – 603
2020
Q1 		$1K Hold
10
– – ﹤0.01% 436
2019
Q4 		$1K Hold
10
– – ﹤0.01% 466
2019
Q3 		$1K Buy
+10
New +$1.31K ﹤0.01% 457

Other funds holding TM

Quadrant Capital Group
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Moran Wealth Management
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Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Toth Financial Advisory's TM Position: Q3 2026 in Review

Toth Financial Advisory held its Toyota (TM) position steady in Q3 2026 at 40 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Toth Financial Advisory first reported a position in TM in Q3 2019 and has held it in 11 quarters since. The position peaked at $8.24K in Q1 2026. 139 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Toth Financial Advisory held 40 shares of Toyota worth $7.32K as of Q3 2026.
  • Toth Financial Advisory left its Toyota share count unchanged in Q3 2026.
  • Toyota made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #621 holding.
  • Toth Financial Advisory first reported a position in Toyota in Q3 2019 and has held it in 11 quarters since.
  • Toth Financial Advisory's Toyota position peaked at $8.24K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.