JTBR
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James T. Borello RIA’s Toyota TM Stock Holding History

James T. Borello RIA’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
Q3 		$84.2K Sell
460
-35
-7% -$6.56K 0.02% 190
2026
Q2 		$83.4K Buy
495
+16
+3% +$3.03K 0.02% 185
2026
Q1 		$98.7K Buy
479
+472
+6,743% +$107K 0.03% 154
2025
Q4 		$1.5K Buy
+7
New +$1.42K ﹤0.01% 836

Other funds holding TM

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GIM
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

James T. Borello RIA's TM Position: Q3 2026 in Review

James T. Borello RIA reduced its Toyota (TM) stake by 7.1% in Q3 2026, selling an estimated $6.56K and leaving 460 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #190.

James T. Borello RIA first reported a position in TM in Q4 2025 and has held it in 4 quarters since. The position peaked at $98.7K in Q1 2026. 113 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • James T. Borello RIA held 460 shares of Toyota worth $84.2K as of Q3 2026.
  • James T. Borello RIA sold 35 Toyota shares in Q3 2026, an estimated $6.56K.
  • Toyota made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #190 holding.
  • James T. Borello RIA first reported a position in Toyota in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Toyota position peaked at $98.7K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.