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Beacon Pointe Advisors’s Toronto Dominion Bank TD Stock Holding History

Beacon Pointe Advisors’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 		$1.5M Buy
16,077
+4,250
+36% +$404K 0.01% 835
2025
Q4 		$1.11M Buy
11,827
+34
+0.3% +$2.87K 0.01% 803
2025
Q3 		$943K Buy
11,793
+6,177
+110% +$464K 0.01% 777
2025
Q2 		$412K Buy
5,616
+93
+2% +$6.07K ﹤0.01% 945
2025
Q1 		$331K Hold
5,523
– – ﹤0.01% 982
2024
Q4 		$294K Sell
5,523
-4,193
-43% -$235K ﹤0.01% 1015
2024
Q3 		$615K Sell
9,716
-77
-0.8% -$4.55K 0.01% 781
2024
Q2 		$538K Sell
9,793
-115
-1% -$6.51K 0.01% 843
2024
Q1 		$598K Sell
9,908
-177
-2% -$10.7K 0.01% 846
2023
Q4 		$652K Sell
10,085
-5,167
-34% -$310K 0.01% 802
2023
Q3 		$919K Buy
15,252
+7,751
+103% +$483K 0.01% 657
2023
Q2 		$465K Sell
7,501
-1,700
-18% -$102K 0.01% 737
2023
Q1 		$551K Buy
9,201
+1,710
+23% +$110K 0.01% 736
2022
Q4 		$485K Sell
7,491
-587
-7% -$37.9K 0.01% 694
2022
Q3 		$495K Sell
8,078
-136
-2% -$8.8K 0.01% 641
2022
Q2 		$540K Buy
8,214
+370
+5% +$26.9K 0.01% 624
2022
Q1 		$623K Buy
7,844
+717
+10% +$57.8K 0.01% 745
2021
Q4 		$546K Buy
7,127
+1,240
+21% +$90.4K 0.01% 546
2021
Q3 		$389K Buy
5,887
+1,790
+44% +$119K 0.01% 613
2021
Q2 		$287K Sell
4,097
-1,120
-21% -$78.4K 0.01% 668
2021
Q1 		$341K Sell
5,217
-573
-10% -$35K 0.02% 359
2020
Q4 		$327K Sell
5,790
-1,427
-20% -$72.3K 0.02% 349
2020
Q3 		$334K Buy
7,217
+1,470
+26% +$68.4K 0.03% 282
2020
Q2 		$256K Buy
5,747
+544
+10% +$23.2K 0.03% 328
2020
Q1 		$221K Buy
+5,203
New +$267K 0.04% 267

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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

Beacon Pointe Advisors's TD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Toronto Dominion Bank (TD) stake by 36% in Q1 2026, buying an estimated $404K and bringing the position to 16,077 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #835.

Beacon Pointe Advisors first reported a position in TD in Q1 2020 and has held it in 25 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Beacon Pointe Advisors held 16,077 shares of Toronto Dominion Bank worth $1.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,250 Toronto Dominion Bank shares in Q1 2026, an estimated $404K.
  • Toronto Dominion Bank made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #835 holding.
  • Beacon Pointe Advisors first reported a position in Toronto Dominion Bank in Q1 2020 and has held it in 25 quarters since.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.