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Berger Financial Group’s Toronto Dominion Bank TD Stock Holding History

Berger Financial Group’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 		$309K Sell
3,316
-210
-6% -$20K 0.02% 371
2025
Q4 		$332K Hold
3,526
– – 0.02% 352
2025
Q3 		$282K Hold
3,526
– – 0.02% 366
2025
Q2 		$259K Hold
3,526
– – 0.02% 363
2025
Q1 		$211K Buy
+3,526
New +$205K 0.01% 400
2024
Q4 		– Sell
-4,443
Closed -$281K – 431
2024
Q3 		$281K Sell
4,443
-24
-0.5% -$1.42K 0.02% 321
2024
Q2 		$246K Buy
4,467
+23
+0.5% +$1.3K 0.02% 324
2024
Q1 		$268K Sell
4,444
-221
-5% -$13.3K 0.02% 298
2023
Q4 		$301K Sell
4,665
-22
-0.5% -$1.32K 0.03% 228
2023
Q3 		$282K Buy
4,687
+73
+2% +$4.55K 0.03% 216
2023
Q2 		$286K Buy
4,614
+100
+2% +$6.02K 0.03% 219
2023
Q1 		$270K Buy
4,514
+596
+15% +$38.5K 0.03% 219
2022
Q4 		$254K Buy
3,918
+62
+2% +$4K 0.03% 222
2022
Q3 		$236K Buy
3,856
+50
+1% +$3.24K 0.03% 215
2022
Q2 		$250K Buy
3,806
+42
+1% +$3.05K 0.04% 207
2022
Q1 		$299K Sell
3,764
-1
-0% -$81 0.04% 212
2021
Q4 		$289K Hold
3,765
– – 0.04% 215
2021
Q3 		$249K Buy
3,765
+402
+12% +$26.8K 0.04% 182
2021
Q2 		$236K Sell
3,363
-237
-7% -$16.6K 0.04% 185
2021
Q1 		$235K Sell
3,600
-72
-2% -$4.4K 0.05% 173
2020
Q4 		$207K Buy
+3,672
New +$186K 0.04% 197

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

Berger Financial Group's TD Position: Q1 2026 in Review

Berger Financial Group reduced its Toronto Dominion Bank (TD) stake by 6% in Q1 2026, selling an estimated $20K and leaving 3,316 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #371.

Berger Financial Group first reported a position in TD in Q4 2020 and has held it in 21 quarters since. The position peaked at $332K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Berger Financial Group held 3,316 shares of Toronto Dominion Bank worth $309K as of Q1 2026.
  • Berger Financial Group sold 210 Toronto Dominion Bank shares in Q1 2026, an estimated $20K.
  • Toronto Dominion Bank made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #371 holding.
  • Berger Financial Group first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 21 quarters since.
  • Berger Financial Group's Toronto Dominion Bank position peaked at $332K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.