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Cape Investment Advisory’s Toronto Dominion Bank TD Stock Holding History

Cape Investment Advisory’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 		$75.2K Buy
+619
New +$67.7K 0.02% 395
2026
Q1 		– Sell
-669
Closed -$63K – 1093
2025
Q4 		$63K Buy
+669
New +$56.5K 0.02% 375
2025
Q3 		– Sell
-600
Closed -$44.1K – 1163
2025
Q2 		$44.1K Buy
+600
New +$39.2K 0.02% 388

Other funds holding TD

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

Cape Investment Advisory's TD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 619 shares worth $75.2K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TD as recently as Q4 2025.

Cape Investment Advisory first reported a position in TD in Q2 2025 and has held it in 3 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Cape Investment Advisory held 619 shares of Toronto Dominion Bank worth $75.2K as of Q2 2026.
  • Toronto Dominion Bank was a new Cape Investment Advisory position in Q2 2026.
  • Toronto Dominion Bank made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #395 holding.
  • Cape Investment Advisory first reported a position in Toronto Dominion Bank in Q2 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 Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.