Beacon Investment Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Beacon Investment Advisory 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
2026 Q2	$360K	Hold	2,963	–	–	0.01%	206
2026 Q1	$276K	Hold	2,963	–	–	0.01%	220
2025 Q4	$279K	Hold	2,963	–	–	0.01%	224
2025 Q3	$237K	Hold	2,963	–	–	0.01%	236
2025 Q2	$218K	Buy	+2,963	New	+$193K	0.01%	236
2022 Q2	–	Sell	-2,538	Closed	-$202K	–	303
2022 Q1	$202K	Buy	+2,538	New	+$204K	0.01%	286
2018 Q4	–	Sell	-3,686	Closed	-$224K	–	265
2018 Q3	$224K	Sell	3,686 -31	-0.8%	-$1.85K	0.02%	245
2018 Q2	$215K	Buy	3,717 +31	+0.8%	+$1.77K	0.02%	239
2018 Q1	$210K	Hold	3,686	–	–	0.02%	247
2017 Q4	$216K	Buy	3,686 +82	+2%	+$4.68K	0.02%	231
2017 Q3	$203K	Buy	+3,604	New	+$189K	0.02%	254

Other funds holding TD

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Beacon Investment Advisory Services's TD Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 2,963 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #206.

Beacon Investment Advisory Services first reported a position in TD in Q3 2017 and has held it in 11 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Beacon Investment Advisory Services held 2,963 shares of Toronto Dominion Bank worth $360K as of Q2 2026.
Beacon Investment Advisory Services left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #206 holding.
Beacon Investment Advisory Services first reported a position in Toronto Dominion Bank in Q3 2017 and has held it in 11 quarters since.
898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.