BFG
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Birch Financial Group’s Toronto Dominion Bank TD Stock Holding History

Birch 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
Q2 		$344K Hold
2,831
– – 0.18% 98
2026
Q1 		$264K Hold
2,831
– – 0.15% 108
2025
Q4 		$267K Hold
2,831
– – 0.15% 109
2025
Q3 		$226K Sell
2,831
-1,221
-30% -$91.7K 0.13% 113
2025
Q2 		$298K Sell
4,052
-7
-0.2% -$457 0.24% 79
2025
Q1 		$243K Buy
+4,059
New +$236K 0.22% 87

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
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
QI
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Birch Financial Group's TD Position: Q2 2026 in Review

Birch Financial Group held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 2,831 shares worth $344K. The position accounts for 0.18% of the portfolio, ranked #98.

Birch Financial Group first reported a position in TD in Q1 2025 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Birch Financial Group held 2,831 shares of Toronto Dominion Bank worth $344K as of Q2 2026.
  • Birch Financial Group left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.18% of Birch Financial Group's portfolio in Q2 2026, its #98 holding.
  • Birch Financial Group first reported a position in Toronto Dominion Bank in Q1 2025 and has held it in 6 quarters since.
  • 219 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.