AC
TD icon

Apella Capital’s Toronto Dominion Bank TD Stock Holding History

Apella Capital’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 		$360K Buy
2,964
+77
+3% +$8.43K 0.01% 552
2026
Q1 		$304K Buy
2,887
+7
+0.2% +$666 ﹤0.01% 554
2025
Q4 		$271K Hold
2,880
– – 0.01% 460
2025
Q3 		$227K Buy
+2,880
New +$216K 0.01% 434

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Apella Capital's TD Position: Q2 2026 in Review

Apella Capital increased its Toronto Dominion Bank (TD) stake by 2.7% in Q2 2026, buying an estimated $8.43K and bringing the position to 2,964 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #552.

Apella Capital first reported a position in TD in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Apella Capital held 2,964 shares of Toronto Dominion Bank worth $360K as of Q2 2026.
  • Apella Capital bought 77 Toronto Dominion Bank shares in Q2 2026, an estimated $8.43K.
  • Toronto Dominion Bank made up 0.01% of Apella Capital's portfolio in Q2 2026, its #552 holding.
  • Apella Capital first reported a position in Toronto Dominion Bank in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.