Bank Julius Baer & Co’s Toronto Dominion Bank TD Stock Holding History

Bank Julius Baer & Co’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 Q1	$472K	Sell	5,055 -210	-4%	-$20K	﹤0.01%	439
2025 Q4	$496K	Buy	5,265 +3,193	+154%	+$270K	﹤0.01%	423
2025 Q3	$166K	Sell	2,072 -183	-8%	-$13.7K	﹤0.01%	498
2025 Q2	$226K	Sell	2,255 -3,695	-62%	-$241K	﹤0.01%	435
2025 Q1	$357K	Buy	5,950 +930	+19%	+$54.1K	﹤0.01%	392
2024 Q4	$424K	Buy	+5,020	New	+$282K	﹤0.01%	368
2022 Q1	–	Sell	-528	Closed	-$41K	–	790
2021 Q4	$41K	Buy	528 +242	+85%	+$17.6K	﹤0.01%	673
2021 Q3	$35K	Sell	286 -241	-46%	-$16.1K	﹤0.01%	709
2021 Q2	$37K	Sell	527 -1	-0.2%	-$70	﹤0.01%	712
2021 Q1	$34K	Sell	528 -4	-0.8%	-$244	﹤0.01%	709
2020 Q4	$30K	Buy	532 +4	+0.8%	+$203	﹤0.01%	728
2020 Q3	$24K	Hold	528	–	–	﹤0.01%	647
2020 Q2	$24K	Sell	528 -15	-3%	-$638	﹤0.01%	598
2020 Q1	$23K	Buy	+543	New	+$27.9K	﹤0.01%	577

Other funds holding TD

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

TWC

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

Bank Julius Baer & Co's TD Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Toronto Dominion Bank (TD) stake by 4% in Q1 2026, selling an estimated $20K and leaving 5,055 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Bank Julius Baer & Co first reported a position in TD in Q1 2020 and has held it in 14 quarters since. The position peaked at $496K in Q4 2025. 838 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Bank Julius Baer & Co held 5,055 shares of Toronto Dominion Bank worth $472K as of Q1 2026.
Bank Julius Baer & Co sold 210 Toronto Dominion Bank shares in Q1 2026, an estimated $20K.
Toronto Dominion Bank made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #439 holding.
Bank Julius Baer & Co first reported a position in Toronto Dominion Bank in Q1 2020 and has held it in 14 quarters since.
Bank Julius Baer & Co's Toronto Dominion Bank position peaked at $496K in Q4 2025.
838 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.