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Bar Harbor Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Bar Harbor Wealth Management’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 		$594K Hold
4,890
– – 0.03% 175
2026
Q1 		$456K Hold
4,890
– – 0.03% 191
2025
Q4 		$461K Sell
4,890
-1,186
-20% -$100K 0.03% 195
2025
Q3 		$486K Buy
+6,076
New +$456K 0.03% 186
2022
Q2 		– Sell
-2,692
Closed -$214K – 276
2022
Q1 		$214K Sell
2,692
-1,600
-37% -$129K 0.02% 220
2021
Q4 		$329K Hold
4,292
– – 0.03% 188
2021
Q3 		$284K Hold
4,292
– – 0.03% 195
2021
Q2 		$301K Sell
4,292
-7,344
-63% -$514K 0.03% 198
2021
Q1 		$758K Hold
11,636
– – 0.07% 136
2020
Q4 		$656K Buy
11,636
+3,493
+43% +$177K 0.07% 138
2020
Q3 		$376K Sell
8,143
-400
-5% -$18.6K 0.04% 171
2020
Q2 		$381K Sell
8,543
-4,103
-32% -$175K 0.04% 166
2020
Q1 		$536K Sell
12,646
-59
-0.5% -$3.03K 0.07% 147
2019
Q4 		$713K Buy
12,705
+3,672
+41% +$208K 0.08% 160
2019
Q3 		$526K Sell
9,033
-481
-5% -$27.3K 0.06% 196
2019
Q2 		$555K Hold
9,514
– – 0.06% 194
2019
Q1 		$517K Sell
9,514
-860
-8% -$47.5K 0.06% 194
2018
Q4 		$516K Buy
10,374
+192
+2% +$10.5K 0.07% 185
2018
Q3 		$619K Buy
10,182
+3,267
+47% +$195K 0.07% 191
2018
Q2 		$400K Hold
6,915
– – 0.05% 218
2018
Q1 		$393K Hold
6,915
– – 0.05% 224
2017
Q4 		$405K Sell
6,915
-499
-7% -$28.5K 0.05% 216
2017
Q3 		$417K Sell
7,414
-4,368
-37% -$229K 0.05% 204
2017
Q2 		$593K Buy
11,782
+4,014
+52% +$194K 0.07% 179
2017
Q1 		$389K Sell
7,768
-4,000
-34% -$204K 0.05% 226
2016
Q4 		$580K Hold
11,768
– – 0.06% 199
2016
Q3 		$523K Hold
11,768
– – 0.06% 206
2016
Q2 		$505K Hold
11,768
– – 0.06% 203
2016
Q1 		$508K Hold
11,768
– – 0.06% 197
2015
Q4 		$461K Hold
11,768
– – 0.06% 193
2015
Q3 		$464K Hold
11,768
– – 0.06% 196
2015
Q2 		$500K Sell
11,768
-1,123
-9% -$50.3K 0.06% 188
2015
Q1 		$552K Sell
12,891
-592
-4% -$25.4K 0.07% 185
2014
Q4 		$644K Sell
13,483
-275
-2% -$13.3K 0.08% 164
2014
Q3 		$680K Sell
13,758
-1,240
-8% -$64.4K 0.09% 159
2014
Q2 		$771K Sell
14,998
-200
-1% -$9.71K 0.1% 148
2014
Q1 		$713K Sell
15,198
-50
-0.3% -$2.25K 0.09% 152
2013
Q4 		$718K Sell
15,248
-50
-0.3% -$2.27K 0.09% 152
2013
Q3 		$688K Sell
15,298
-62
-0.4% -$2.63K 0.1% 153
2013
Q2 		$617K Buy
+15,360
New +$619K 0.09% 160

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

Bar Harbor Wealth Management's TD Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 4,890 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #175.

Bar Harbor Wealth Management first reported a position in TD in Q2 2013 and has held it in 40 quarters since. The position peaked at $771K in Q2 2014. 141 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Bar Harbor Wealth Management held 4,890 shares of Toronto Dominion Bank worth $594K as of Q2 2026.
  • Bar Harbor Wealth Management left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Bar Harbor Wealth Management first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 40 quarters since.
  • Bar Harbor Wealth Management's Toronto Dominion Bank position peaked at $771K in Q2 2014.
  • 141 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.