Bartlett & Co Wealth Management
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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
Q3 		$198K Buy
1,684
+84
+5% +$10.1K ﹤0.01% 486
2026
Q2 		$194K Hold
1,600
– – ﹤0.01% 486
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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Bartlett & Co Wealth Management's TD Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its Toronto Dominion Bank (TD) stake by 5.3% in Q3 2026, buying an estimated $10.1K and bringing the position to 1,684 shares worth $198K. 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 29 quarters since. 781 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Bartlett & Co Wealth Management held 1,684 shares of Toronto Dominion Bank worth $198K as of Q3 2026.
  • Bartlett & Co Wealth Management bought 84 Toronto Dominion Bank shares in Q3 2026, an estimated $10.1K.
  • Toronto Dominion Bank made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #486 holding.
  • Bartlett & Co Wealth Management first reported a position in Toronto Dominion Bank in Q2 2018 and has held it in 29 quarters since.
  • 781 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.