Aspiriant LLC’s Toronto Dominion Bank TD Stock Holding History

Aspiriant LLC’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	$515K	Buy	4,240 +1,851	+77%	+$203K	0.01%	241
2026 Q1	$223K	Buy	+2,389	New	+$227K	0.01%	320
2020 Q1	–	Sell	-4,430	Closed	-$250K	–	212
2019 Q4	$250K	Hold	4,430	–	–	0.02%	185
2019 Q3	$258K	Sell	4,430 -190	-4%	-$10.8K	0.02%	190
2019 Q2	$270K	Sell	4,620 -1,118	-19%	-$62.9K	0.02%	192
2019 Q1	$310K	Sell	5,738 -1,446	-20%	-$79.9K	0.03%	179
2018 Q4	$356K	Sell	7,184 -3,414	-32%	-$187K	0.03%	171
2018 Q3	$644K	Sell	10,598 -60	-0.6%	-$3.57K	0.06%	138
2018 Q2	$617K	Sell	10,658 -1,309	-11%	-$74.9K	0.05%	143
2018 Q1	$680K	Buy	+11,967	New	+$700K	0.06%	129
2017 Q4	–	Sell	-18,319	Closed	-$1.03M	–	169
2017 Q3	$1.03M	Sell	18,319 -2,643	-13%	-$139K	0.09%	105
2017 Q2	$1.06M	Sell	20,962 -2,183	-9%	-$105K	0.09%	108
2017 Q1	$1.16M	Sell	23,145 -3,030	-12%	-$155K	0.1%	108
2016 Q4	$1.29M	Buy	26,175 +780	+3%	+$36.5K	0.12%	95
2016 Q3	$1.13M	Buy	25,395 +2,155	+9%	+$94.4K	0.11%	100
2016 Q2	$988K	Sell	23,240 -4,250	-15%	-$185K	0.09%	104
2016 Q1	$1.19M	Buy	+27,490	New	+$1.06M	0.11%	94

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Aspiriant LLC's TD Position: Q2 2026 in Review

Aspiriant LLC increased its Toronto Dominion Bank (TD) stake by 77% in Q2 2026, buying an estimated $203K and bringing the position to 4,240 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #241.

Aspiriant LLC first reported a position in TD in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.29M in Q4 2016. 899 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Aspiriant LLC held 4,240 shares of Toronto Dominion Bank worth $515K as of Q2 2026.
Aspiriant LLC bought 1,851 Toronto Dominion Bank shares in Q2 2026, an estimated $203K.
Toronto Dominion Bank made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #241 holding.
Aspiriant LLC first reported a position in Toronto Dominion Bank in Q1 2016 and has held it in 17 quarters since.
Aspiriant LLC's Toronto Dominion Bank position peaked at $1.29M in Q4 2016.
899 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.