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Transamerica Financial Advisors’s Toyota TM Stock Holding History

Transamerica Financial 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
Q2 		$288K Sell
1,707
-434
-20% -$82.2K 0.02% 369
2026
Q1 		$441K Buy
2,141
+605
+39% +$137K 0.04% 300
2025
Q4 		$329K Buy
1,536
+503
+49% +$102K 0.03% 296
2025
Q3 		$198K Buy
1,033
+426
+70% +$80.3K 0.02% 331
2025
Q2 		$104K Buy
607
+74
+14% +$13.4K 0.01% 271
2025
Q1 		$94K Buy
533
+194
+57% +$36.1K 0.01% 271
2024
Q4 		$66K Sell
339
-25
-7% -$4.4K 0.01% 294
2024
Q3 		$65K Buy
364
+322
+767% +$60.1K 0.01% 308
2024
Q2 		$9K Hold
42
– – ﹤0.01% 318
2024
Q1 		$11K Buy
+42
New +$9.3K ﹤0.01% 341
2016
Q2 		– Sell
-313
Closed -$34K – 681
2016
Q1 		$34K Sell
313
-164
-34% -$18.1K ﹤0.01% 418
2015
Q4 		$59K Buy
477
+250
+110% +$30.9K ﹤0.01% 386
2015
Q3 		$27K Hold
227
– – ﹤0.01% 466
2015
Q2 		$31K Sell
227
-796
-78% -$110K ﹤0.01% 511
2015
Q1 		$144K Buy
1,023
+45
+5% +$6.01K 0.01% 349
2014
Q4 		$123K Sell
978
-8
-0.8% -$961 0.01% 310
2014
Q3 		$116K Hold
986
– – 0.01% 285
2014
Q2 		$119K Buy
+986
New +$110K 0.01% 308

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Transamerica Financial Advisors's TM Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Toyota (TM) stake by 20% in Q2 2026, selling an estimated $82.2K and leaving 1,707 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #369.

Transamerica Financial Advisors first reported a position in TM in Q2 2014 and has held it in 18 quarters since. The position peaked at $441K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Transamerica Financial Advisors held 1,707 shares of Toyota worth $288K as of Q2 2026.
  • Transamerica Financial Advisors sold 434 Toyota shares in Q2 2026, an estimated $82.2K.
  • Toyota made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #369 holding.
  • Transamerica Financial Advisors first reported a position in Toyota in Q2 2014 and has held it in 18 quarters since.
  • Transamerica Financial Advisors's Toyota position peaked at $441K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.