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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

TM holding history

Toyota Motor Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TM overviewAll 13F holders of TMFull Q2 2026 holdings

Shares (Q2 2026)
436,886
Value
$73.6M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TM by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026436,886$73.6M0.1%+1,407+0.3%AddedHolders
Q1 2026435,479$89.7M0.2%+25,463+6.2%AddedHolders
Q4 2025410,016$87.8M0.2%+2,777+0.7%AddedHolders
Q3 2025407,239$77.8M0.2%+4,689+1.2%AddedHolders
Q2 2025402,550$69.3M0.2%+11,397+2.9%AddedHolders
Q1 2025391,153$69.1M0.2%+16,289+4.3%AddedHolders
Q4 2024374,864$73.0M0.2%+234,078+166.3%AddedHolders
Q3 2024140,786$25.1M0.1%−490−0.3%ReducedHolders
Q2 2024141,276$29.0M0.1%−296,456−67.7%ReducedHolders
Q1 2024437,732$53.5M0.2%+228,434+109.1%AddedHolders
Q4 2023209,298$38.4M0.1%+2,946+1.4%AddedHolders
Q3 2023206,352$37.1M0.1%+64,749+45.7%AddedHolders
Q2 2023141,603$22.8M0.1%+131,240+1,266.4%AddedHolders
Q1 202310,363$1.47M<0.1%−30,904−74.9%ReducedHolders
Q4 202241,267$5.64M<0.1%+4,928+13.6%AddedHolders
Q3 202236,339$4.74M<0.1%+5,426+17.6%AddedHolders
Q2 202230,913$4.77M<0.1%+6,036+24.3%AddedHolders
Q1 202224,877$4.48M<0.1%+2,362+10.5%AddedHolders
Q4 202122,515$4.17M<0.1%+1,149+5.4%AddedHolders
Q3 202121,366$3.80M<0.1%+7,302+51.9%AddedHolders
Q2 202114,064$2.46M<0.1%+4,326+44.4%AddedHolders
Q1 20219,738$1.52M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.