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AE Wealth Management’s Toronto Dominion Bank TD Stock Holding History

AE Wealth Management’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
15,172
+12,866
+558% +$1.41M 0.01% 688
2026
Q1 		$215K Buy
+2,306
New +$219K ﹤0.01% 1571
2024
Q1 		– Sell
-4,525
Closed -$277K – 1898
2023
Q4 		$277K Buy
4,525
+388
+9% +$23.3K ﹤0.01% 1747
2023
Q3 		$249K Sell
4,137
-4,992
-55% -$311K ﹤0.01% 1690
2023
Q2 		$566K Buy
9,129
+2,470
+37% +$149K ﹤0.01% 1324
2023
Q1 		$399K Buy
6,659
+3,475
+109% +$225K ﹤0.01% 1441
2022
Q4 		$206K Sell
3,184
-1,640
-34% -$106K ﹤0.01% 1664
2022
Q3 		$296K Buy
4,824
+113
+2% +$7.32K ﹤0.01% 1480
2022
Q2 		$309K Buy
4,711
+544
+13% +$39.5K ﹤0.01% 1427
2022
Q1 		$331K Buy
4,167
+28
+0.7% +$2.26K ﹤0.01% 1383
2021
Q4 		$317K Buy
4,139
+459
+12% +$33.5K ﹤0.01% 1428
2021
Q3 		$243K Sell
3,680
-1,571
-30% -$105K ﹤0.01% 1454
2021
Q2 		$368K Buy
5,251
+698
+15% +$48.8K ﹤0.01% 1260
2021
Q1 		$297K Sell
4,553
-1,153
-20% -$70.4K ﹤0.01% 1253
2020
Q4 		$322K Sell
5,706
-1,031
-15% -$52.3K ﹤0.01% 1114
2020
Q3 		$312K Buy
+6,737
New +$314K ﹤0.01% 1028

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AE Wealth Management's TD Position: Q2 2026 in Review

AE Wealth Management increased its Toronto Dominion Bank (TD) stake by 558% in Q2 2026, buying an estimated $1.41M and bringing the position to 15,172 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #688.

AE Wealth Management first reported a position in TD in Q3 2020 and has held it in 16 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • AE Wealth Management held 15,172 shares of Toronto Dominion Bank worth $1.84M as of Q2 2026.
  • AE Wealth Management bought 12,866 Toronto Dominion Bank shares in Q2 2026, an estimated $1.41M.
  • Toronto Dominion Bank made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #688 holding.
  • AE Wealth Management first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 16 quarters since.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.