Position in TM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,020
-$12,275 QoQ
Shares Held
107
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 639 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $680,036 across 12 Auto Manufacturers names. TM ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,135 | $477,381 | |
| 2 | GM |
General Motors Co
|
1,117 | $86,098 | |
| 3 | F |
Ford Motor Co
|
3,779 | $52,528 | |
| 4 | RACE |
Ferrari N.V.
|
57 | $21,220 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
107 | $18,020 | |
| 6 | XPEV |
Xpeng Inc.
|
619 | $8,195 | |
| 7 | LI |
Li Auto Inc.
|
427 | $5,012 | |
| 8 | RIVN |
Rivian Automotive, Inc. / DE
|
278 | $4,823 |
All Filings in TM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,020 | 107 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,295 | 147 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $43,668 | 204 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $21,593 | 113 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $22,738 | 132 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,594 | 111 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $22,574 | 116 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,821 | 111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,211 | 123 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $32,466 | 129 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $20,355 | 111 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,851 | 116 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,290 | 120 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,727 | 111 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,155 | 89 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,035 | 54 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,862 | 51 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $17,418 | 94 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,640 | 133 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||