BetterWealth’s Toronto Dominion Bank TD Stock Holding History

BetterWealth’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	$231K	Sell	2,480 -200	-7%	-$19K	0.05%	77
2025 Q4	$252K	Sell	2,680 -75	-3%	-$6.33K	0.06%	57
2025 Q3	$220K	Buy	+2,755	New	+$207K	0.05%	62
2022 Q2	–	Sell	-3,000	Closed	-$238K	–	44
2022 Q1	$238K	Hold	3,000	–	–	0.32%	27
2021 Q4	$230K	Buy	+3,000	New	+$219K	0.16%	32

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

BetterWealth's TD Position: Q1 2026 in Review

BetterWealth reduced its Toronto Dominion Bank (TD) stake by 7.5% in Q1 2026, selling an estimated $19K and leaving 2,480 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #77.

BetterWealth first reported a position in TD in Q4 2021 and has held it in 5 quarters since. The position peaked at $252K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

BetterWealth held 2,480 shares of Toronto Dominion Bank worth $231K as of Q1 2026.
BetterWealth sold 200 Toronto Dominion Bank shares in Q1 2026, an estimated $19K.
Toronto Dominion Bank made up 0.05% of BetterWealth's portfolio in Q1 2026, its #77 holding.
BetterWealth first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 5 quarters since.
BetterWealth's Toronto Dominion Bank position peaked at $252K in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.