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 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 $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