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Wood Tarver Financial Group’s Toyota TM Stock Holding History

Wood Tarver Financial Group’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
-154
Closed -$26K – 596
2025
Q2 		$26K Hold
154
– – 0.01% 336
2025
Q1 		$27.2K Hold
154
– – 0.01% 323
2024
Q4 		$29K Buy
+154
New +$27.1K 0.01% 317

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wood Tarver Financial Group's TM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Toyota (TM) in Q3 2025, closing a stake of 154 shares — an estimated $26K sold.

Wood Tarver Financial Group first reported a position in TM in Q4 2024 and held it in 3 quarters. The position peaked at $29K in Q4 2024. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 154 Toyota shares in Q3 2025, an estimated $26K.
  • Wood Tarver Financial Group first reported a position in Toyota in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Toyota position peaked at $29K in Q4 2024.
  • 624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.