AssetMark Inc’s Toronto Dominion Bank TD Stock Holding History

AssetMark Inc’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	$601K	Buy	4,946 +2,991	+153%	+$327K	﹤0.01%	1192
2026 Q1	$182K	Buy	1,955 +805	+70%	+$76.6K	﹤0.01%	1371
2025 Q4	$108K	Buy	1,150 +306	+36%	+$25.8K	﹤0.01%	1476
2025 Q3	$67.5K	Buy	844 +562	+199%	+$42.2K	﹤0.01%	1536
2025 Q2	$20.7K	Buy	282 +20	+8%	+$1.3K	﹤0.01%	1796
2025 Q1	$15.7K	Hold	262	–	–	﹤0.01%	1753
2024 Q4	$13.9K	Buy	262 +37	+16%	+$2.08K	﹤0.01%	1731
2024 Q3	$14.2K	Sell	225 -5,406	-96%	-$320K	﹤0.01%	1567
2024 Q2	$309K	Sell	5,631 -2,466	-30%	-$140K	﹤0.01%	933
2024 Q1	$489K	Sell	8,097 -972	-11%	-$58.7K	﹤0.01%	832
2023 Q4	$586K	Buy	9,069 +355	+4%	+$21.3K	﹤0.01%	773
2023 Q3	$525K	Sell	8,714 -2,071	-19%	-$129K	﹤0.01%	747
2023 Q2	$669K	Sell	10,785 -4,165	-28%	-$251K	﹤0.01%	676
2023 Q1	$896K	Buy	14,950 +1,432	+11%	+$92.5K	﹤0.01%	621
2022 Q4	$875K	Sell	13,518 -2,849	-17%	-$184K	﹤0.01%	605
2022 Q3	$1M	Buy	16,367 +11	+0.1%	+$712	﹤0.01%	510
2022 Q2	$1.07M	Buy	16,356 +16,106	+6,442%	+$1.17M	﹤0.01%	479
2022 Q1	$20K	Hold	250	–	–	﹤0.01%	1078
2021 Q4	$19K	Buy	+250	New	+$18.2K	﹤0.01%	1066
2020 Q4	–	Sell	-682	Closed	-$32K	–	1490
2020 Q3	$32K	Hold	682	–	–	﹤0.01%	755
2020 Q2	$30K	Hold	682	–	–	﹤0.01%	742
2020 Q1	$29K	Hold	682	–	–	﹤0.01%	795
2019 Q4	$38K	Hold	682	–	–	﹤0.01%	804
2019 Q3	$40K	Hold	682	–	–	﹤0.01%	768
2019 Q2	$40K	Hold	682	–	–	﹤0.01%	757
2019 Q1	$37K	Sell	682 -26	-4%	-$1.44K	﹤0.01%	757
2018 Q4	$35K	Sell	708 -4	-0.6%	-$219	﹤0.01%	768
2018 Q3	$43K	Buy	712 +30	+4%	+$1.79K	﹤0.01%	777
2018 Q2	$39K	Buy	+682	New	+$39K	﹤0.01%	778
2018 Q1	–	Sell	-306	Closed	-$18K	–	1958
2017 Q4	$18K	Sell	306 -336	-52%	-$19.2K	﹤0.01%	1016
2017 Q3	$36K	Buy	642 +22	+4%	+$1.16K	﹤0.01%	777
2017 Q2	$31K	Buy	620 +521	+526%	+$25.1K	﹤0.01%	800
2017 Q1	$5K	Sell	99 -1	-1%	-$51	﹤0.01%	1038
2016 Q4	$5K	Buy	+100	New	+$4.67K	﹤0.01%	1044
2016 Q3	–	Sell	-64	Closed	-$3K	–	1280
2016 Q2	$3K	Hold	64	–	–	﹤0.01%	1073
2016 Q1	$3K	Hold	64	–	–	﹤0.01%	1042
2015 Q4	$3K	Buy	+64	New	+$2.59K	﹤0.01%	1051

Other funds holding TD

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

AssetMark Inc's TD Position: Q2 2026 in Review

AssetMark Inc increased its Toronto Dominion Bank (TD) stake by 153% in Q2 2026, buying an estimated $327K and bringing the position to 4,946 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

AssetMark Inc first reported a position in TD in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.07M in Q2 2022. 359 funds tracked by Wall St. Rank hold TD as of Q2 2026.

AssetMark Inc held 4,946 shares of Toronto Dominion Bank worth $601K as of Q2 2026.
AssetMark Inc bought 2,991 Toronto Dominion Bank shares in Q2 2026, an estimated $327K.
Toronto Dominion Bank made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1192 holding.
AssetMark Inc first reported a position in Toronto Dominion Bank in Q4 2015 and has held it in 37 quarters since.
AssetMark Inc's Toronto Dominion Bank position peaked at $1.07M in Q2 2022.
359 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.