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 Q3	$940	Hold	8	–	–	﹤0.01%	243
2026 Q2	$971	Hold	8	–	–	﹤0.01%	240
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Atlantic Private Wealth's TD Position: Q3 2026 in Review

Atlantic Private Wealth held its Toronto Dominion Bank (TD) position steady in Q3 2026 at 8 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Atlantic Private Wealth first reported a position in TD in Q1 2023 and has held it in 14 quarters since. The position peaked at $971 in Q2 2026. 575 funds tracked by Wall St. Rank hold TD as of Q3 2026.

Atlantic Private Wealth held 8 shares of Toronto Dominion Bank worth $940 as of Q3 2026.
Atlantic Private Wealth left its Toronto Dominion Bank share count unchanged in Q3 2026.
Toronto Dominion Bank made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #243 holding.
Atlantic Private Wealth first reported a position in Toronto Dominion Bank in Q1 2023 and has held it in 14 quarters since.
Atlantic Private Wealth's Toronto Dominion Bank position peaked at $971 in Q2 2026.
575 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.