Caption Management’s Toronto Dominion Bank TD Stock Holding History

Caption 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 Q1	–	Sell	-515	Closed	-$48.5K	–	2049
2025 Q4	$48.5K	Hold	515	–	–	﹤0.01%	1467
2025 Q3	$41.2K	Buy	+515	New	+$38.7K	﹤0.01%	1571
2020 Q3	–	Sell	-20,406	Closed	-$910K	–	1251
2020 Q2	$910K	Buy	20,406 +16,906	+483%	+$720K	0.03%	554
2020 Q1	$148K	Buy	+3,500	New	+$180K	0.01%	734

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

Caption Management's TD Position: Q1 2026 in Review

Caption Management sold out of Toronto Dominion Bank (TD) in Q1 2026, closing a stake of 515 shares — an estimated $48.5K sold.

Caption Management first reported a position in TD in Q1 2020 and held it in 4 quarters. The position peaked at $910K in Q2 2020. 837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Caption Management reported no remaining Toronto Dominion Bank position as of Q1 2026 after selling out during the quarter.
Caption Management sold 515 Toronto Dominion Bank shares in Q1 2026, an estimated $48.5K.
Caption Management first reported a position in Toronto Dominion Bank in Q1 2020 and held it in 4 quarters.
Caption Management's Toronto Dominion Bank position peaked at $910K in Q2 2020.
837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.