Bard Financial Services’s Toronto Dominion Bank TD Stock Holding History

Bard Financial Services’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
2025 Q3	$1.09M	Sell	13,670 -250	-2%	-$18.8K	0.12%	118
2025 Q2	$1.02M	Sell	13,920 -6,625	-32%	-$432K	0.12%	117
2025 Q1	$1.23M	Sell	20,545 -595	-3%	-$34.6K	0.15%	104
2024 Q4	$1.13M	Hold	21,140	–	–	0.14%	106
2024 Q3	$1.34M	Hold	21,140	–	–	0.16%	101
2024 Q2	$1.16M	Hold	21,140	–	–	0.12%	112
2024 Q1	$1.28M	Sell	21,140 -90	-0.4%	-$5.44K	0.14%	106
2023 Q4	$1.37M	Sell	21,230 -435	-2%	-$26.1K	0.15%	103
2023 Q3	$1.31M	Hold	21,665	–	–	0.16%	101
2023 Q2	$1.34M	Hold	21,665	–	–	0.1%	145
2023 Q1	$1.3M	Hold	21,665	–	–	0.1%	145
2022 Q4	$1.4M	Hold	21,665	–	–	0.12%	134
2022 Q3	$1.33M	Hold	21,665	–	–	0.12%	131
2022 Q2	$1.42M	Hold	21,665	–	–	0.13%	126
2022 Q1	$1.72M	Hold	21,665	–	–	0.14%	116
2021 Q4	$1.66M	Hold	21,665	–	–	0.13%	115
2021 Q3	$1.43M	Hold	21,665	–	–	0.13%	126
2021 Q2	$1.52M	Hold	21,665	–	–	0.14%	120
2021 Q1	$1.41M	Sell	21,665 -300	-1%	-$18.3K	0.14%	119
2020 Q4	$1.24M	Buy	+21,965	New	+$1.11M	0.12%	123

Other funds holding TD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bard Financial Services's TD Position: Q3 2025 in Review

Bard Financial Services reduced its Toronto Dominion Bank (TD) stake by 1.8% in Q3 2025, selling an estimated $18.8K and leaving 13,670 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #118.

Bard Financial Services first reported a position in TD in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.72M in Q1 2022. 709 funds tracked by Wall St. Rank hold TD as of Q3 2025.

Bard Financial Services held 13,670 shares of Toronto Dominion Bank worth $1.09M as of Q3 2025.
Bard Financial Services sold 250 Toronto Dominion Bank shares in Q3 2025, an estimated $18.8K.
Toronto Dominion Bank made up 0.12% of Bard Financial Services's portfolio in Q3 2025, its #118 holding.
Bard Financial Services first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Toronto Dominion Bank position peaked at $1.72M in Q1 2022.
709 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.