Position in TM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,931,836
+$462,226 QoQ
Shares Held
14,226
+23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 20.009508931603616.ToString("F0")%
Shared 0.ToString("F0")%
None 79.99049106839638.ToString("F0")%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $311,021,124 across 11 Auto Manufacturers names. TM ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
654,689 | $243,380,635 | |
| 2 | GM |
General Motors Co
|
533,808 | $39,768,696 | |
| 3 | F |
Ford Motor Co
|
1,537,496 | $17,742,703 | |
| 4 | RACE |
Ferrari N.V.
|
13,690 | $4,633,380 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
14,226 | $2,931,836 | |
| 6 | HMC |
Honda Motor Co Ltd
|
46,565 | $1,131,995 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
36,742 | $552,967 | |
| 8 | NIO |
NIO Inc.
|
59,349 | $357,874 |
All Filings in TM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,931,836 | 14,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,469,610 | 11,537 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,421,900 | 7,441 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,139,499 | 6,615 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $983,625 | 5,572 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,226,626 | 6,303 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $941,063 | 5,270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $701,816 | 3,424 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||