Position in TM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$67,199
+$16,089 QoQ
Shares Held
399
+60.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#454
of 639 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Key Financial Inc holds $1,908,381 across 7 Auto Manufacturers names. TM ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
3,849 | $1,618,889 | |
| 2 | F |
Ford Motor Co
|
8,475 | $117,802 | |
| 3 | GM |
General Motors Co
|
1,195 | $92,110 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
399 | $67,199 | |
| 5 | RACE |
Ferrari N.V.
|
19 | $7,073 | |
| 6 | HMC |
Honda Motor Co Ltd
|
183 | $4,961 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
20 | $347 |
All Filings in TM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,199 | 399 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $51,110 | 248 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $42,597 | 199 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,485 | 170 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $29,284 | 170 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $30,010 | 170 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $33,083 | 170 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $28,928 | 162 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $33,205 | 162 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $40,772 | 162 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $29,707 | 162 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $29,119 | 162 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $26,041 | 162 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $22,953 | 162 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,467 | 62 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,077 | 62 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $9,558 | 62 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $11,175 | 62 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $11,488 | 62 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $11,020 | 62 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,840 | 62 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,675 | 62 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,583 | 62 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $7,436 | 62 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||