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Ballentine Partners’s Toronto Dominion Bank TD Stock Holding History

Ballentine 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 		$1.55M Buy
12,733
+390
+3% +$42.7K 0.02% 276
2026
Q1 		$1.15M Buy
12,343
+603
+5% +$57.4K 0.02% 323
2025
Q4 		$1.11M Sell
11,740
-355
-3% -$30K 0.02% 307
2025
Q3 		$967K Buy
12,095
+536
+5% +$40.2K 0.01% 337
2025
Q2 		$849K Buy
11,559
+237
+2% +$15.5K 0.01% 354
2025
Q1 		$679K Buy
11,322
+265
+2% +$15.4K 0.01% 367
2024
Q4 		$589K Sell
11,057
-501
-4% -$28.1K 0.01% 389
2024
Q3 		$731K Buy
11,558
+608
+6% +$35.9K 0.01% 345
2024
Q2 		$602K Sell
10,950
-277
-2% -$15.7K 0.01% 369
2024
Q1 		$678K Buy
11,227
+1,244
+12% +$75.1K 0.01% 329
2023
Q4 		$645K Sell
9,983
-822
-8% -$49.3K 0.01% 314
2023
Q3 		$651K Buy
10,805
+431
+4% +$26.9K 0.02% 266
2023
Q2 		$643K Sell
10,374
-423
-4% -$25.4K 0.01% 255
2023
Q1 		$647K Buy
10,797
+1,630
+18% +$105K 0.02% 254
2022
Q4 		$594K Buy
9,167
+6
+0.1% +$388 0.02% 248
2022
Q3 		$562K Hold
9,161
– – 0.02% 229
2022
Q2 		$601K Sell
9,161
-141
-2% -$10.2K 0.02% 214
2022
Q1 		$739K Sell
9,302
-50
-0.5% -$4.03K 0.02% 208
2021
Q4 		$716K Hold
9,352
– – 0.02% 221
2021
Q3 		$619K Buy
9,352
+178
+2% +$11.9K 0.02% 209
2021
Q2 		$642K Sell
9,174
-14
-0.2% -$979 0.02% 203
2021
Q1 		$600K Sell
9,188
-242
-3% -$14.8K 0.02% 202
2020
Q4 		$532K Sell
9,430
-50
-0.5% -$2.53K 0.02% 209
2020
Q3 		$438K Buy
9,480
+102
+1% +$4.75K 0.02% 220
2020
Q2 		$419K Sell
9,378
-1,155
-11% -$49.2K 0.02% 227
2020
Q1 		$447K Sell
10,533
-3,298
-24% -$169K 0.03% 200
2019
Q4 		$776K Sell
13,831
-70
-0.5% -$3.97K 0.04% 184
2019
Q3 		$810K Sell
13,901
-9
-0.1% -$512 0.04% 166
2019
Q2 		$812K Buy
13,910
+1,129
+9% +$63.5K 0.04% 168
2019
Q1 		$694K Sell
12,781
-461
-3% -$25.5K 0.04% 163
2018
Q4 		$659K Buy
13,242
+194
+1% +$10.6K 0.04% 162
2018
Q3 		$793K Sell
13,048
-70
-0.5% -$4.17K 0.04% 151
2018
Q2 		$759K Buy
13,118
+522
+4% +$29.9K 0.04% 145
2018
Q1 		$716K Sell
12,596
-221
-2% -$12.9K 0.04% 150
2017
Q4 		$750K Sell
12,817
-719
-5% -$41.1K 0.04% 150
2017
Q3 		$762K Sell
13,536
-746
-5% -$39.2K 0.04% 150
2017
Q2 		$742K Sell
14,282
-256
-2% -$12.3K 0.05% 155
2017
Q1 		$729K Buy
14,538
+3,453
+31% +$176K 0.05% 92
2016
Q4 		$547K Sell
11,085
-35
-0.3% -$1.64K 0.04% 101
2016
Q3 		$494K Sell
11,120
-67
-0.6% -$2.94K 0.04% 100
2016
Q2 		$480K Buy
11,187
+16
+0.1% +$696 0.04% 115
2016
Q1 		$481K Buy
11,171
+1,050
+10% +$40.5K 0.04% 111
2015
Q4 		$396K Buy
10,121
+537
+6% +$21.7K 0.04% 115
2015
Q3 		$378K Buy
9,584
+418
+5% +$16.6K 0.04% 108
2015
Q2 		$390K Sell
9,166
-767
-8% -$34.3K 0.04% 108
2015
Q1 		$426K Buy
9,933
+155
+2% +$6.66K 0.04% 102
2014
Q4 		$467K Sell
9,778
-337
-3% -$16.3K 0.05% 92
2014
Q3 		$495K Buy
10,115
+493
+5% +$25.6K 0.06% 81
2014
Q2 		$495K Sell
9,622
-1,312
-12% -$63.7K 0.06% 80
2014
Q1 		$509K Buy
10,934
+1,854
+20% +$83.6K 0.06% 77
2013
Q4 		$428K Hold
9,080
– – 0.05% 88
2013
Q3 		$409K Buy
9,080
+142
+2% +$6.04K 0.05% 86
2013
Q2 		$359K Buy
+8,938
New +$360K 0.05% 80

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Ballentine Partners's TD Position: Q2 2026 in Review

Ballentine Partners increased its Toronto Dominion Bank (TD) stake by 3.2% in Q2 2026, buying an estimated $42.7K and bringing the position to 12,733 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #276.

Ballentine Partners first reported a position in TD in Q2 2013 and has held it in 53 quarters since. 141 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Ballentine Partners held 12,733 shares of Toronto Dominion Bank worth $1.55M as of Q2 2026.
  • Ballentine Partners bought 390 Toronto Dominion Bank shares in Q2 2026, an estimated $42.7K.
  • Toronto Dominion Bank made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #276 holding.
  • Ballentine Partners first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 53 quarters since.
  • 141 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.