Valmark Advisers’s Toyota TM Stock Holding History

Valmark Advisers’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
2025 Q3	–	Sell	-1,358	Closed	-$234K	–	680
2025 Q2	$234K	Buy	+1,358	New	+$246K	﹤0.01%	599

Other funds holding TM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Valmark Advisers's TM Position: Q3 2025 in Review

Valmark Advisers sold out of Toyota (TM) in Q3 2025, closing a stake of 1,358 shares — an estimated $234K sold.

Valmark Advisers first reported a position in TM in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Valmark Advisers reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
Valmark Advisers sold 1,358 Toyota shares in Q3 2025, an estimated $234K.
Valmark Advisers first reported a position in Toyota in Q2 2025 and held it in 1 quarter.
Valmark Advisers's Toyota position peaked at $234K in Q2 2025.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.