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Birchwood Financial Partners’s Toronto Dominion Bank TD Stock Holding History

Birchwood Financial Partners’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 		$17.5K Hold
144
– – 0.01% 244
2026
Q1 		$13.4K Hold
144
– – 0.01% 256
2025
Q4 		$13.6K Buy
+144
New +$12.2K 0.01% 257

Other funds holding TD

Royal Bank of Canada
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
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

Birchwood Financial Partners's TD Position: Q2 2026 in Review

Birchwood Financial Partners held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 144 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #244.

Birchwood Financial Partners first reported a position in TD in Q4 2025 and has held it in 3 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Birchwood Financial Partners held 144 shares of Toronto Dominion Bank worth $17.5K as of Q2 2026.
  • Birchwood Financial Partners left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #244 holding.
  • Birchwood Financial Partners first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 3 quarters since.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.