Baldwin Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Baldwin Wealth Partners’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	$4.21M	Hold	34,675	–	–	0.28%	64
2026 Q1	$3.24M	Sell	34,675 -200	-0.6%	-$19K	0.24%	65
2025 Q4	$3.29M	Hold	34,875	–	–	0.21%	68
2025 Q3	$2.79M	Hold	34,875	–	–	0.18%	75
2025 Q2	$2.56M	Sell	34,875 -11,500	-25%	-$751K	0.17%	75
2025 Q1	$2.78M	Sell	46,375 -400	-0.9%	-$23.3K	0.2%	74
2024 Q4	$2.49M	Sell	46,775 -5,800	-11%	-$325K	0.17%	78
2024 Q3	$3.33M	Sell	52,575 -2,258	-4%	-$133K	0.23%	74
2024 Q2	$3.01M	Hold	54,833	–	–	0.23%	70
2024 Q1	$3.31M	Sell	54,833 -1,000	-2%	-$60.4K	0.25%	71
2023 Q4	$3.61M	Sell	55,833 -1,820	-3%	-$109K	0.28%	67
2023 Q3	$3.47M	Hold	57,653	–	–	0.3%	67
2023 Q2	$3.58M	Sell	57,653 -24	-0%	-$1.44K	0.29%	73
2023 Q1	$3.45M	Sell	57,677 -53	-0.1%	-$3.42K	0.3%	69
2022 Q4	$3.74M	Buy	57,730 +43,504	+306%	+$2.81M	0.34%	73
2022 Q3	$873K	Buy	14,226 +258	+2%	+$16.7K	0.12%	74
2022 Q2	$916K	Sell	13,968 -65	-0.5%	-$4.72K	0.12%	77
2022 Q1	$1.11M	Sell	14,033 -45	-0.3%	-$3.63K	0.12%	74
2021 Q4	$1.08M	Hold	14,078	–	–	0.11%	74
2021 Q3	$931K	Buy	14,078 +190	+1%	+$12.7K	0.1%	72
2021 Q2	$973K	Sell	13,888 -41	-0.3%	-$2.87K	0.11%	75
2021 Q1	$909K	Buy	13,929 +53	+0.4%	+$3.24K	0.11%	74
2020 Q4	$783K	Sell	13,876 -746	-5%	-$37.8K	0.1%	80
2020 Q3	$676K	Buy	14,622 +325	+2%	+$15.1K	0.09%	88
2020 Q2	$638K	Buy	14,297 +25	+0.2%	+$1.06K	0.09%	88
2020 Q1	$605K	Sell	14,272 -2,789	-16%	-$143K	0.11%	86
2019 Q4	$958K	Hold	17,061	–	–	0.13%	81
2019 Q3	$994K	Buy	17,061 +1,215	+8%	+$69.1K	0.15%	79
2019 Q2	$925K	Hold	15,846	–	–	0.14%	88
2019 Q1	$860K	Hold	15,846	–	–	0.13%	91
2018 Q4	$788K	Hold	15,846	–	–	0.13%	89
2018 Q3	$963K	Hold	15,846	–	–	0.13%	93
2018 Q2	$917K	Buy	15,846 +15,746	+15,746%	+$901K	0.14%	94
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	451
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	435
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	434
2017 Q2	$5K	Sell	100 -100	-50%	-$4.82K	﹤0.01%	445
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	427
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	446
2016 Q3	$9K	Hold	200	–	–	﹤0.01%	466
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	406
2016 Q1	$9K	Buy	+200	New	+$7.72K	﹤0.01%	423

Other funds holding TD

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Baldwin Wealth Partners's TD Position: Q2 2026 in Review

Baldwin Wealth Partners held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 34,675 shares worth $4.21M. The position accounts for 0.28% of the portfolio, ranked #64.

Baldwin Wealth Partners first reported a position in TD in Q1 2016 and has held it in 42 quarters since. 348 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Baldwin Wealth Partners held 34,675 shares of Toronto Dominion Bank worth $4.21M as of Q2 2026.
Baldwin Wealth Partners left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.28% of Baldwin Wealth Partners's portfolio in Q2 2026, its #64 holding.
Baldwin Wealth Partners first reported a position in Toronto Dominion Bank in Q1 2016 and has held it in 42 quarters since.
348 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.