Bath Savings Trust’s Toronto Dominion Bank TD Stock Holding History

Bath Savings Trust’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	$463K	Hold	3,810	–	–	0.05%	133
2026 Q1	$356K	Hold	3,810	–	–	0.04%	140
2025 Q4	$359K	Sell	3,810 -200	-5%	-$16.9K	0.04%	142
2025 Q3	$321K	Sell	4,010 -70	-2%	-$5.25K	0.03%	142
2025 Q2	$300K	Hold	4,080	–	–	0.03%	139
2025 Q1	$245K	Sell	4,080 -230	-5%	-$13.4K	0.03%	153
2024 Q4	$229K	Sell	4,310 -170	-4%	-$9.54K	0.02%	151
2024 Q3	$283K	Hold	4,480	–	–	0.03%	147
2024 Q2	$246K	Hold	4,480	–	–	0.03%	147
2024 Q1	$271K	Hold	4,480	–	–	0.03%	145
2023 Q4	$289K	Hold	4,480	–	–	0.03%	138
2023 Q3	$270K	Sell	4,480 -300	-6%	-$18.7K	0.03%	133
2023 Q2	$296K	Hold	4,780	–	–	0.03%	130
2023 Q1	$286K	Sell	4,780 -96	-2%	-$6.2K	0.04%	134
2022 Q4	$316K	Hold	4,876	–	–	0.04%	131
2022 Q3	$299K	Hold	4,876	–	–	0.04%	131
2022 Q2	$320K	Hold	4,876	–	–	0.04%	132
2022 Q1	$387K	Sell	4,876 -315	-6%	-$25.4K	0.04%	130
2021 Q4	$398K	Buy	5,191 +115	+2%	+$8.38K	0.04%	135
2021 Q3	$336K	Sell	5,076 -300	-6%	-$20K	0.04%	135
2021 Q2	$377K	Hold	5,376	–	–	0.04%	130
2021 Q1	$351K	Hold	5,376	–	–	0.04%	128
2020 Q4	$303K	Buy	5,376 +20	+0.4%	+$1.01K	0.04%	127
2020 Q3	$248K	Hold	5,356	–	–	0.04%	118
2020 Q2	$239K	Hold	5,356	–	–	0.04%	116
2020 Q1	$227K	Buy	+5,356	New	+$275K	0.05%	112
2019 Q3	–	Sell	-3,686	Closed	-$216K	–	133
2019 Q2	$216K	Buy	+3,686	New	+$207K	0.04%	126

Other funds holding TD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 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

PensionDanmark Copenhagen O, Denmark $12B AUM

Bath Savings Trust's TD Position: Q2 2026 in Review

Bath Savings Trust held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 3,810 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #133.

Bath Savings Trust first reported a position in TD in Q2 2019 and has held it in 27 quarters since. 212 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Bath Savings Trust held 3,810 shares of Toronto Dominion Bank worth $463K as of Q2 2026.
Bath Savings Trust left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.05% of Bath Savings Trust's portfolio in Q2 2026, its #133 holding.
Bath Savings Trust first reported a position in Toronto Dominion Bank in Q2 2019 and has held it in 27 quarters since.
212 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.