Blue Bell Private Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Blue Bell Private Wealth Management’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	$60.7K	Hold	500	–	–	0.01%	400
2026 Q1	$46.7K	Hold	500	–	–	0.01%	419
2025 Q4	$47.1K	Hold	500	–	–	0.01%	415
2025 Q3	$40K	Hold	500	–	–	0.01%	422
2025 Q2	$36.7K	Hold	500	–	–	0.01%	413
2025 Q1	$30K	Sell	500 -800	-62%	-$46.6K	0.01%	425
2024 Q4	$69.2K	Hold	1,300	–	–	0.01%	326
2024 Q3	$82.2K	Sell	1,300 -592	-31%	-$35K	0.02%	302
2024 Q2	$104K	Sell	1,892 -66	-3%	-$3.74K	0.02%	269
2024 Q1	$118K	Hold	1,958	–	–	0.03%	243
2023 Q4	$127K	Buy	1,958 +258	+15%	+$15.5K	0.03%	209
2023 Q3	$102K	Hold	1,700	–	–	0.03%	198
2023 Q2	$105K	Buy	1,700 +302	+22%	+$18.2K	0.03%	190
2023 Q1	$83.7K	Hold	1,398	–	–	0.03%	194
2022 Q4	$90.5K	Hold	1,398	–	–	0.03%	171
2022 Q3	$86K	Hold	1,398	–	–	0.03%	172
2022 Q2	$92K	Hold	1,398	–	–	0.03%	168
2022 Q1	$111K	Sell	1,398 -200	-13%	-$16.1K	0.03%	153
2021 Q4	$123K	Buy	+1,598	New	+$117K	0.03%	145

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Blue Bell Private Wealth Management's TD Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 500 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #400.

Blue Bell Private Wealth Management first reported a position in TD in Q4 2021 and has held it in 19 quarters since. The position peaked at $127K in Q4 2023. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Blue Bell Private Wealth Management held 500 shares of Toronto Dominion Bank worth $60.7K as of Q2 2026.
Blue Bell Private Wealth Management left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #400 holding.
Blue Bell Private Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Toronto Dominion Bank position peaked at $127K in Q4 2023.
898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.