BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Toyota TM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$38.5K	Buy	210 +54	+35%	+$10.1K	0.01%	661
2026 Q2	$26.3K	Sell	156 -12	-7%	-$2.27K	﹤0.01%	1168
2026 Q1	$34.6K	Sell	168 -14	-8%	-$3.16K	﹤0.01%	1106
2025 Q4	$38.9K	Sell	182 -2	-1%	-$406	0.01%	1105
2025 Q3	$35.1K	Sell	184 -22	-11%	-$4.15K	0.01%	1061
2025 Q2	$35.4K	Buy	206 +5	+2%	+$904	0.01%	1028
2025 Q1	$35.5K	Sell	201 -145	-42%	-$27K	0.01%	1053
2024 Q4	$67.4K	Sell	346 -113	-25%	-$19.9K	0.01%	773
2024 Q3	$82K	Buy	+459	New	+$85.7K	0.01%	778

Other funds holding TM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s TM Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Toyota (TM) stake by 35% in Q3 2026, buying an estimated $10.1K and bringing the position to 210 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #661.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TM in Q3 2024 and has held it in 9 quarters since. The position peaked at $82K in Q3 2024. 556 funds tracked by Wall St. Rank hold TM as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 210 shares of Toyota worth $38.5K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 54 Toyota shares in Q3 2026, an estimated $10.1K.
Toyota made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #661 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Toyota in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Toyota position peaked at $82K in Q3 2024.
556 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.