Bartlett & Co Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Bartlett & Co 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 Q1	$170K	Hold	1,600	–	–	﹤0.01%	486
2025 Q4	$151K	Hold	1,600	–	–	﹤0.01%	491
2025 Q3	$128K	Hold	1,600	–	–	﹤0.01%	511
2025 Q2	$118K	Hold	1,600	–	–	﹤0.01%	516
2025 Q1	$95.9K	Sell	1,600 -415	-21%	-$24.2K	﹤0.01%	552
2024 Q4	$107K	Hold	2,015	–	–	﹤0.01%	533
2024 Q3	$127K	Sell	2,015 -465	-19%	-$27.5K	﹤0.01%	509
2024 Q2	$136K	Hold	2,480	–	–	﹤0.01%	490
2024 Q1	$150K	Sell	2,480 -201	-7%	-$12.1K	﹤0.01%	495
2023 Q4	$173K	Hold	2,681	–	–	﹤0.01%	490
2023 Q3	$162K	Sell	2,681 -500	-16%	-$31.2K	﹤0.01%	475
2023 Q2	$197K	Buy	3,181 +1,716	+117%	+$103K	﹤0.01%	454
2023 Q1	$87.8K	Hold	1,465	–	–	﹤0.01%	486
2022 Q4	$94.9K	Hold	1,465	–	–	﹤0.01%	481
2022 Q3	$89.8K	Hold	1,465	–	–	﹤0.01%	471
2022 Q2	$96.1K	Hold	1,465	–	–	﹤0.01%	466
2022 Q1	$116K	Buy	+1,465	New	+$118K	﹤0.01%	460
2021 Q4	–	Sell	-1,465	Closed	-$96.9K	–	832
2021 Q3	$96.9K	Hold	1,465	–	–	﹤0.01%	415
2021 Q2	$103K	Hold	1,465	–	–	﹤0.01%	408
2021 Q1	$95.5K	Hold	1,465	–	–	﹤0.01%	427
2020 Q4	$82.7K	Hold	1,465	–	–	﹤0.01%	450
2020 Q3	$67.7K	Hold	1,465	–	–	﹤0.01%	449
2020 Q2	$65.4K	Hold	1,465	–	–	﹤0.01%	451
2020 Q1	$62.1K	Hold	1,465	–	–	﹤0.01%	425
2019 Q4	$82.2K	Hold	1,465	–	–	﹤0.01%	432
2019 Q3	$85.4K	Buy	+1,465	New	+$83.3K	﹤0.01%	410
2018 Q3	–	Sell	-320	Closed	-$18.5K	–	738
2018 Q2	$18.5K	Buy	+320	New	+$18.3K	﹤0.01%	535

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 $123B AUM 34.51% 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 $33.7B AUM 35.49% 1-Year Est. Return

Bartlett & Co Wealth Management's TD Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 1,600 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Bartlett & Co Wealth Management first reported a position in TD in Q2 2018 and has held it in 27 quarters since. The position peaked at $197K in Q2 2023. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Bartlett & Co Wealth Management held 1,600 shares of Toronto Dominion Bank worth $170K as of Q1 2026.
Bartlett & Co Wealth Management left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #486 holding.
Bartlett & Co Wealth Management first reported a position in Toronto Dominion Bank in Q2 2018 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's Toronto Dominion Bank position peaked at $197K in Q2 2023.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.