Avantax Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Avantax Advisory Services’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	$884K	Buy	12,040 +3,623	+43%	+$236K	﹤0.01%	1241
2025 Q1	$505K	Sell	8,417 -593	-7%	-$34.5K	﹤0.01%	1492
2024 Q4	$480K	Sell	9,010 -8,232	-48%	-$462K	﹤0.01%	1474
2024 Q3	$1.09M	Buy	17,242 +2,534	+17%	+$150K	0.01%	970
2024 Q2	$808K	Buy	14,708 +790	+6%	+$44.7K	0.01%	1094
2024 Q1	$840K	Buy	13,918 +919	+7%	+$55.5K	0.01%	821
2023 Q4	$840K	Sell	12,999 -613	-5%	-$36.8K	0.01%	782
2023 Q3	$820K	Buy	13,612 +57	+0.4%	+$3.55K	0.01%	754
2023 Q2	$841K	Buy	13,555 +1,076	+9%	+$64.7K	0.01%	744
2023 Q1	$748K	Sell	12,479 -146	-1%	-$9.43K	0.01%	762
2022 Q4	$818K	Buy	12,625 +1,370	+12%	+$88.5K	0.01%	695
2022 Q3	$690K	Buy	11,255 +271	+2%	+$17.5K	0.01%	660
2022 Q2	$720K	Buy	10,984 +1,237	+13%	+$89.8K	0.01%	647
2022 Q1	$772K	Sell	9,747 -185	-2%	-$14.9K	0.01%	631
2021 Q4	$761K	Buy	9,932 +1,182	+14%	+$86.2K	0.01%	610
2021 Q3	$583K	Buy	8,750 +2,236	+34%	+$149K	0.01%	664
2021 Q2	$457K	Buy	6,514 +756	+13%	+$52.9K	0.01%	735
2021 Q1	$377K	Buy	5,758 +1,089	+23%	+$66.5K	0.01%	712
2020 Q4	$265K	Sell	4,669 -5,158	-52%	-$261K	0.01%	780
2020 Q3	$456K	Buy	9,827 +4,758	+94%	+$222K	0.01%	834
2020 Q2	$226K	Sell	5,069 -161	-3%	-$6.85K	0.01%	740
2020 Q1	$222K	Buy	5,230 +882	+20%	+$45.2K	0.01%	686
2019 Q4	$245K	Buy	+4,348	New	+$247K	0.01%	711

Other funds holding TD

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

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

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

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Avantax Advisory Services's TD Position: Q2 2025 in Review

Avantax Advisory Services increased its Toronto Dominion Bank (TD) stake by 43% in Q2 2025, buying an estimated $236K and bringing the position to 12,040 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Avantax Advisory Services first reported a position in TD in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.09M in Q3 2024. 682 funds tracked by Wall St. Rank hold TD as of Q2 2025.

Avantax Advisory Services held 12,040 shares of Toronto Dominion Bank worth $884K as of Q2 2025.
Avantax Advisory Services bought 3,623 Toronto Dominion Bank shares in Q2 2025, an estimated $236K.
Toronto Dominion Bank made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1241 holding.
Avantax Advisory Services first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Toronto Dominion Bank position peaked at $1.09M in Q3 2024.
682 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.