Caldwell Trust’s Toronto Dominion Bank TD Stock Holding History

Caldwell Trust’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 Q1	$50.9K	Sell	545 -15	-3%	-$1.43K	﹤0.01%	489
2025 Q4	$52.8K	Sell	560 -1	-0.2%	-$84	﹤0.01%	472
2025 Q3	$44.9K	Hold	561	–	–	﹤0.01%	490
2025 Q2	$41.2K	Hold	561	–	–	﹤0.01%	489
2025 Q1	$33.6K	Buy	561 +61	+12%	+$3.55K	﹤0.01%	500
2024 Q4	$26.6K	Hold	500	–	–	﹤0.01%	519
2024 Q3	$31.6K	Hold	500	–	–	﹤0.01%	501
2024 Q2	$27.5K	Sell	500 -120	-19%	-$6.79K	﹤0.01%	510
2024 Q1	$37.4K	Sell	620 -380	-38%	-$23K	﹤0.01%	490
2023 Q4	$64.6K	Hold	1,000	–	–	0.01%	415
2023 Q3	$60.3K	Sell	1,000 -12	-1%	-$748	0.01%	413
2023 Q2	$62.8K	Buy	1,012 +120	+13%	+$7.22K	0.01%	417
2023 Q1	$53.4K	Hold	892	–	–	0.01%	430
2022 Q4	$57.8K	Buy	892 +12	+1%	+$775	0.01%	403
2022 Q3	$54K	Hold	880	–	–	0.01%	419
2022 Q2	$57.7K	Hold	880	–	–	0.01%	423
2022 Q1	$69.9K	Buy	880 +500	+132%	+$40.3K	0.01%	412
2021 Q4	$29.1K	Hold	380	–	–	﹤0.01%	524
2021 Q3	$25.1K	Sell	380 -79	-17%	-$5.27K	﹤0.01%	533
2021 Q2	$32.2K	Hold	459	–	–	﹤0.01%	510
2021 Q1	$29.9K	Hold	459	–	–	﹤0.01%	504
2020 Q4	$25.9K	Hold	459	–	–	﹤0.01%	506
2020 Q3	$21.2K	Sell	459 -158	-26%	-$7.36K	﹤0.01%	523
2020 Q2	$27.5K	Hold	617	–	–	﹤0.01%	504
2020 Q1	$26.2K	Hold	617	–	–	0.01%	506
2019 Q4	$34.6K	Buy	+617	New	+$35K	0.01%	511

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Caldwell Trust's TD Position: Q1 2026 in Review

Caldwell Trust reduced its Toronto Dominion Bank (TD) stake by 2.7% in Q1 2026, selling an estimated $1.43K and leaving 545 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Caldwell Trust first reported a position in TD in Q4 2019 and has held it in 26 quarters since. The position peaked at $69.9K in Q1 2022. 836 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Caldwell Trust held 545 shares of Toronto Dominion Bank worth $50.9K as of Q1 2026.
Caldwell Trust sold 15 Toronto Dominion Bank shares in Q1 2026, an estimated $1.43K.
Toronto Dominion Bank made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #489 holding.
Caldwell Trust first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Toronto Dominion Bank position peaked at $69.9K in Q1 2022.
836 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.