Balanced Rock Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Balanced Rock Investment 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 Q2	$1.43M	Sell	11,776 -2,000	-15%	-$219K	0.89%	33
2026 Q1	$1.29M	Sell	13,776 -740	-5%	-$70.4K	0.9%	33
2025 Q4	$1.37M	Sell	14,516 -494	-3%	-$41.7K	0.97%	32
2025 Q3	$1.2M	Sell	15,010 -100	-0.7%	-$7.51K	0.88%	35
2025 Q2	$1.11M	Buy	15,110 +127	+0.8%	+$8.29K	0.87%	35
2025 Q1	$898K	Buy	14,983 +163	+1%	+$9.49K	0.72%	32
2024 Q4	$789K	Sell	14,820 -38	-0.3%	-$2.13K	0.62%	34
2024 Q3	$940K	Sell	14,858 -101	-0.7%	-$5.97K	0.74%	33
2024 Q2	$822K	Buy	14,959 +203	+1%	+$11.5K	0.69%	33
2024 Q1	$891K	Buy	14,756 +27	+0.2%	+$1.63K	0.76%	31
2023 Q4	$952K	Buy	+14,729	New	+$883K	0.85%	25

Other funds holding TD

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

Balanced Rock Investment Advisors's TD Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Toronto Dominion Bank (TD) stake by 15% in Q2 2026, selling an estimated $219K and leaving 11,776 shares worth $1.43M. The position accounts for 0.89% of the portfolio, ranked #33.

Balanced Rock Investment Advisors first reported a position in TD in Q4 2023 and has held it in 11 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Balanced Rock Investment Advisors held 11,776 shares of Toronto Dominion Bank worth $1.43M as of Q2 2026.
Balanced Rock Investment Advisors sold 2,000 Toronto Dominion Bank shares in Q2 2026, an estimated $219K.
Toronto Dominion Bank made up 0.89% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #33 holding.
Balanced Rock Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2023 and has held it in 11 quarters since.
898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.