Burkett Financial Services’s Toronto Dominion Bank TD Stock Holding History

Burkett Financial Services’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	$242	Hold	2	–	–	﹤0.01%	260
2026 Q1	$186	Hold	2	–	–	﹤0.01%	243
2025 Q4	$188	Hold	2	–	–	﹤0.01%	231
2025 Q3	$160	Hold	2	–	–	﹤0.01%	219
2025 Q2	$147	Hold	2	–	–	﹤0.01%	222
2025 Q1	$120	Hold	2	–	–	﹤0.01%	249
2024 Q4	$106	Hold	2	–	–	﹤0.01%	215
2024 Q3	$127	Hold	2	–	–	﹤0.01%	209
2024 Q2	$110	Hold	2	–	–	﹤0.01%	191
2024 Q1	$121	Hold	2	–	–	﹤0.01%	195
2023 Q4	$129	Buy	+2	New	+$120	﹤0.01%	191

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

Burkett Financial Services's TD Position: Q2 2026 in Review

Burkett Financial Services held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 2 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Burkett Financial Services first reported a position in TD in Q4 2023 and has held it in 11 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Burkett Financial Services held 2 shares of Toronto Dominion Bank worth $242 as of Q2 2026.
Burkett Financial Services left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #260 holding.
Burkett Financial Services first reported a position in Toronto Dominion Bank in Q4 2023 and has held it in 11 quarters since.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.