Atlas Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Atlas Capital Advisors’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	$224K	Hold	2,401	–	–	0.03%	392
2025 Q4	$226K	Buy	+2,401	New	+$203K	0.03%	392
2025 Q2	$199K	Buy	+2,712	New	+$177K	0.02%	408
2022 Q3	–	Sell	-100	Closed	-$6.56K	–	1000
2022 Q2	$6.56K	Hold	100	–	–	﹤0.01%	814
2022 Q1	$7.94K	Hold	100	–	–	﹤0.01%	739
2021 Q4	$7.67K	Sell	100 -429	-81%	-$31.3K	﹤0.01%	752
2021 Q3	$35K	Buy	529 +100	+23%	+$6.67K	0.01%	567
2021 Q2	$30.1K	Buy	+429	New	+$30K	0.01%	594
2020 Q2	–	Sell	-425	Closed	-$18K	–	736
2020 Q1	$18K	Buy	425 +144	+51%	+$7.39K	0.01%	530
2019 Q4	$15.8K	Hold	281	–	–	﹤0.01%	558
2019 Q3	$16.4K	Hold	281	–	–	﹤0.01%	540
2019 Q2	$16.4K	Buy	+281	New	+$15.8K	0.01%	568
2018 Q4	–	Sell	-2,455	Closed	-$148K	–	597
2018 Q3	$148K	Hold	2,455	–	–	0.05%	317
2018 Q2	$142K	Buy	2,455 +2,287	+1,361%	+$131K	0.05%	306
2018 Q1	$9.55K	Buy	+168	New	+$9.83K	﹤0.01%	482

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 $38B AUM 39.14% 1-Year Est. Return

Atlas Capital Advisors's TD Position: Q1 2026 in Review

Atlas Capital Advisors held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,401 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #392.

Atlas Capital Advisors first reported a position in TD in Q1 2018 and has held it in 15 quarters since. The position peaked at $226K in Q4 2025. 837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Atlas Capital Advisors held 2,401 shares of Toronto Dominion Bank worth $224K as of Q1 2026.
Atlas Capital Advisors left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.03% of Atlas Capital Advisors's portfolio in Q1 2026, its #392 holding.
Atlas Capital Advisors first reported a position in Toronto Dominion Bank in Q1 2018 and has held it in 15 quarters since.
Atlas Capital Advisors's Toronto Dominion Bank position peaked at $226K in Q4 2025.
837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.