Atlantic Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Atlantic Private Wealth’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 Q1	$746	Hold	8	–	–	﹤0.01%	253
2025 Q4	$754	Hold	8	–	–	﹤0.01%	280
2025 Q3	$640	Hold	8	–	–	﹤0.01%	233
2025 Q2	$588	Hold	8	–	–	﹤0.01%	231
2025 Q1	$480	Buy	+8	New	+$466	﹤0.01%	205
2024 Q4	–	Sell	-8	Closed	-$506	–	207
2024 Q3	$506	Hold	8	–	–	﹤0.01%	182
2024 Q2	$440	Hold	8	–	–	﹤0.01%	102
2024 Q1	$483	Hold	8	–	–	﹤0.01%	107
2023 Q4	$517	Hold	8	–	–	﹤0.01%	100
2023 Q3	$482	Hold	8	–	–	﹤0.01%	107
2023 Q2	$496	Hold	8	–	–	﹤0.01%	99
2023 Q1	$479	Buy	+8	New	+$517	﹤0.01%	90

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Atlantic Private Wealth's TD Position: Q1 2026 in Review

Atlantic Private Wealth held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 8 shares worth $746. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Atlantic Private Wealth first reported a position in TD in Q1 2023 and has held it in 12 quarters since. The position peaked at $754 in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Atlantic Private Wealth held 8 shares of Toronto Dominion Bank worth $746 as of Q1 2026.
Atlantic Private Wealth left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #253 holding.
Atlantic Private Wealth first reported a position in Toronto Dominion Bank in Q1 2023 and has held it in 12 quarters since.
Atlantic Private Wealth's Toronto Dominion Bank position peaked at $754 in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.