Capstone Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Capstone Investment Advisors’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
2019 Q3	–	Sell	-13,100	Closed	-$765K	–	1447
2019 Q2	$765K	Buy	+13,100	New	+$737K	0.01%	1017
2018 Q2	–	Sell	-69,600	Closed	-$3.96M	–	724
2018 Q1	$3.96M	Hold	69,600	–	–	0.08%	153
2017 Q4	$4.08M	Buy	+69,600	New	+$3.98M	0.12%	121

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 $115B AUM 41.58% 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 $140B AUM 46.34% 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

Capstone Investment Advisors's TD Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Toronto Dominion Bank (TD) in Q1 2026: 6,949 shares worth $648K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in TD as recently as Q2 2025.

Capstone Investment Advisors first reported a position in TD in Q3 2023 and has held it in 3 quarters since. The position peaked at $676K in Q2 2025. 839 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Capstone Investment Advisors held 6,949 shares of Toronto Dominion Bank worth $648K as of Q1 2026.
Toronto Dominion Bank was a new Capstone Investment Advisors position in Q1 2026.
Toronto Dominion Bank made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1026 holding.
Capstone Investment Advisors first reported a position in Toronto Dominion Bank in Q3 2023 and has held it in 3 quarters since.
Capstone Investment Advisors's Toronto Dominion Bank position peaked at $676K in Q2 2025.
839 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.