Trek Financial’s Toyota TM Stock Holding History

Trek 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
2026 Q2	$253K	Buy	1,503 +474	+46%	+$89.8K	0.01%	443
2026 Q1	$212K	Buy	+1,029	New	+$233K	0.01%	445

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Trek Financial's TM Position: Q2 2026 in Review

Trek Financial increased its Toyota (TM) stake by 46% in Q2 2026, buying an estimated $89.8K and bringing the position to 1,503 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #443.

Trek Financial first reported a position in TM in Q1 2026 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Trek Financial held 1,503 shares of Toyota worth $253K as of Q2 2026.
Trek Financial bought 474 Toyota shares in Q2 2026, an estimated $89.8K.
Toyota made up 0.01% of Trek Financial's portfolio in Q2 2026, its #443 holding.
Trek Financial first reported a position in Toyota in Q1 2026 and has held it in 2 quarters since.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.