AI
TD icon

Atria Investments’s Toronto Dominion Bank TD Stock Holding History

Atria Investments’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 		$420K Sell
3,458
-4,437
-56% -$486K ﹤0.01% 1618
2026
Q1 		$737K Sell
7,895
-588
-7% -$55.9K 0.01% 1232
2025
Q4 		$799K Sell
8,483
-679
-7% -$57.3K 0.01% 1184
2025
Q3 		$733K Sell
9,162
-70
-0.8% -$5.25K 0.01% 1210
2025
Q2 		$678K Buy
9,232
+2,573
+39% +$168K 0.01% 1259
2025
Q1 		$399K Buy
+6,659
New +$388K 0.01% 1474
2024
Q4 		– Sell
-4,976
Closed -$315K – 1982
2024
Q3 		$315K Sell
4,976
-2,789
-36% -$165K ﹤0.01% 1597
2024
Q2 		$427K Buy
+7,765
New +$440K 0.01% 1384
2022
Q3 		– Sell
-20,594
Closed -$1.35M – 790
2022
Q2 		$1.35M Buy
20,594
+433
+2% +$31.4K 0.03% 630
2022
Q1 		$1.6M Sell
20,161
-6,070
-23% -$489K 0.03% 651
2021
Q4 		$2.01M Buy
26,231
+1,493
+6% +$109K 0.04% 564
2021
Q3 		$1.64M Buy
24,738
+4,486
+22% +$299K 0.03% 610
2021
Q2 		$1.42M Buy
20,252
+3,524
+21% +$247K 0.03% 639
2021
Q1 		$1.09M Buy
+16,728
New +$1.02M 0.02% 672
2020
Q1 		– Sell
-7,904
Closed -$444K – 1122
2019
Q4 		$444K Buy
7,904
+4,394
+125% +$249K 0.01% 831
2019
Q3 		$204K Buy
+3,510
New +$200K 0.01% 845
2019
Q2 		– Sell
-4,019
Closed -$218K – 1082
2019
Q1 		$218K Buy
+4,019
New +$222K 0.01% 832
2018
Q3 		– Sell
-4,701
Closed -$272K – 1040
2018
Q2 		$272K Sell
4,701
-2,636
-36% -$151K 0.01% 767
2018
Q1 		$417K Buy
7,337
+496
+7% +$29K 0.02% 568
2017
Q4 		$401K Buy
6,841
+1,292
+23% +$73.8K 0.02% 551
2017
Q3 		$312K Buy
+5,549
New +$291K 0.02% 596

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
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

Atria Investments's TD Position: Q2 2026 in Review

Atria Investments reduced its Toronto Dominion Bank (TD) stake by 56% in Q2 2026, selling an estimated $486K and leaving 3,458 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Atria Investments first reported a position in TD in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.01M in Q4 2021. 902 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Atria Investments held 3,458 shares of Toronto Dominion Bank worth $420K as of Q2 2026.
  • Atria Investments sold 4,437 Toronto Dominion Bank shares in Q2 2026, an estimated $486K.
  • Toronto Dominion Bank made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1618 holding.
  • Atria Investments first reported a position in Toronto Dominion Bank in Q3 2017 and has held it in 21 quarters since.
  • Atria Investments's Toronto Dominion Bank position peaked at $2.01M in Q4 2021.
  • 902 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.