Cabot Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Cabot 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 Q3	$711K	Buy	6,048 +16	+0.3%	+$1.93K	0.07%	112
2026 Q2	$732K	Hold	6,032	–	–	0.07%	98
2026 Q1	$563K	Hold	6,032	–	–	0.06%	98
2025 Q4	$568K	Hold	6,032	–	–	0.06%	102
2025 Q3	$482K	Hold	6,032	–	–	0.05%	107
2025 Q2	$443K	Hold	6,032	–	–	0.05%	102
2025 Q1	$362K	Hold	6,032	–	–	0.05%	102
2024 Q4	$321K	Hold	6,032	–	–	0.04%	107
2024 Q3	$382K	Hold	6,032	–	–	0.05%	108
2024 Q2	$332K	Hold	6,032	–	–	0.04%	118
2024 Q1	$364K	Sell	6,032 -130	-2%	-$7.85K	0.05%	123
2023 Q4	$398K	Hold	6,162	–	–	0.06%	121
2023 Q3	$371K	Hold	6,162	–	–	0.06%	120
2023 Q2	$382K	Sell	6,162 -625	-9%	-$37.6K	0.06%	122
2023 Q1	$407K	Sell	6,787 -570	-8%	-$36.8K	0.06%	113
2022 Q4	$476K	Sell	7,357 -7,808	-51%	-$504K	0.08%	111
2022 Q3	$930K	Sell	15,165 -14,133	-48%	-$915K	0.16%	92
2022 Q2	$1.92M	Hold	29,298	–	–	0.3%	73
2022 Q1	$2.33M	Hold	29,298	–	–	0.31%	74
2021 Q4	$2.25M	Hold	29,298	–	–	0.28%	79
2021 Q3	$1.94M	Hold	29,298	–	–	0.26%	81
2021 Q2	$2.05M	Sell	29,298 -1,995	-6%	-$140K	0.27%	78
2021 Q1	$2.04M	Sell	31,293 -2	-0%	-$122	0.29%	74
2020 Q4	$1.77M	Hold	31,295	–	–	0.27%	74
2020 Q3	$1.45M	Hold	31,295	–	–	0.26%	74
2020 Q2	$1.4M	Buy	31,295 +17,490	+127%	+$744K	0.28%	71
2020 Q1	$585K	Buy	+13,805	New	+$708K	0.14%	85

Other funds holding TD

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Cabot Wealth Management's TD Position: Q3 2026 in Review

Cabot Wealth Management increased its Toronto Dominion Bank (TD) stake by 0.27% in Q3 2026, buying an estimated $1.93K and bringing the position to 6,048 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #112.

Cabot Wealth Management first reported a position in TD in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.33M in Q1 2022. 575 funds tracked by Wall St. Rank hold TD as of Q3 2026.

Cabot Wealth Management held 6,048 shares of Toronto Dominion Bank worth $711K as of Q3 2026.
Cabot Wealth Management bought 16 Toronto Dominion Bank shares in Q3 2026, an estimated $1.93K.
Toronto Dominion Bank made up 0.07% of Cabot Wealth Management's portfolio in Q3 2026, its #112 holding.
Cabot Wealth Management first reported a position in Toronto Dominion Bank in Q1 2020 and has held it in 27 quarters since.
Cabot Wealth Management's Toronto Dominion Bank position peaked at $2.33M in Q1 2022.
575 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.