Atria Wealth Solutions’s Toronto Dominion Bank TD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$233K	Buy	+3,171	New	+$207K	0.01%	1292
2024 Q4	–	Sell	-3,381	Closed	-$214K	–	2091
2024 Q3	$214K	Sell	3,381 -1,021	-23%	-$60.4K	﹤0.01%	1746
2024 Q2	$242K	Buy	4,402 +405	+10%	+$22.9K	﹤0.01%	1638
2024 Q1	$241K	Buy	3,997 +205	+5%	+$12.4K	﹤0.01%	1703
2023 Q4	$245K	Buy	3,792 +5	+0.1%	+$300	﹤0.01%	1644
2023 Q3	$228K	Buy	3,787 +129	+4%	+$8.04K	﹤0.01%	1606
2023 Q2	$227K	Buy	3,658 +5	+0.1%	+$301	﹤0.01%	1620
2023 Q1	$219K	Buy	3,653 +4	+0.1%	+$258	﹤0.01%	1620
2022 Q4	$236K	Buy	3,649 +28	+0.8%	+$1.81K	﹤0.01%	1505
2022 Q3	$222K	Buy	3,621 +4	+0.1%	+$259	﹤0.01%	1495
2022 Q2	$237K	Buy	3,617 +890	+33%	+$64.6K	﹤0.01%	1354
2022 Q1	$217K	Buy	+2,727	New	+$220K	﹤0.01%	1539

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Atria Wealth Solutions's TD Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Toronto Dominion Bank (TD) in Q2 2025: 3,171 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #1292 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in TD as recently as Q3 2024.

Atria Wealth Solutions first reported a position in TD in Q1 2022 and has held it in 12 quarters since. The position peaked at $245K in Q4 2023. 682 funds tracked by Wall St. Rank hold TD as of Q2 2025.

Atria Wealth Solutions held 3,171 shares of Toronto Dominion Bank worth $233K as of Q2 2025.
Toronto Dominion Bank was a new Atria Wealth Solutions position in Q2 2025.
Toronto Dominion Bank made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1292 holding.
Atria Wealth Solutions first reported a position in Toronto Dominion Bank in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Toronto Dominion Bank position peaked at $245K in Q4 2023.
682 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.