CAPTRUST Financial Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Sell |
32,089
-692
| -2% | -$65.8K | 0.01% | 997 |
|
|
2025
Q4 | $3.09M | Buy |
32,781
+16,846
| +106% | +$1.42M | 0.01% | 879 |
|
|
2025
Q3 | $1.27M | Buy |
15,935
+2,753
| +21% | +$207K | ﹤0.01% | 1298 |
|
|
2025
Q2 | $968K | Sell |
13,182
-123
| -0.9% | -$8.03K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $798K | Buy |
13,305
+1,407
| +12% | +$81.9K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $633K | Sell |
11,898
-6,334
| -35% | -$355K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $1.15M | Sell |
18,232
-81
| -0.4% | -$4.79K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $1.01M | Sell |
18,313
-492
| -3% | -$27.9K | ﹤0.01% | 1135 |
|
|
2024
Q1 | $1.14M | Sell |
18,805
-590
| -3% | -$35.6K | ﹤0.01% | 1062 |
|
|
2023
Q4 | $1.25M | Sell |
19,395
-3,322
| -15% | -$199K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $1.37M | Buy |
22,717
+914
| +4% | +$57K | 0.01% | 1023 |
|
|
2023
Q2 | $1.35M | Sell |
21,803
-2,305
| -10% | -$139K | 0.01% | 1018 |
|
|
2023
Q1 | $1.44M | Sell |
24,108
-2,810
| -10% | -$182K | 0.01% | 863 |
|
|
2022
Q4 | $1.74M | Sell |
26,918
-970
| -3% | -$62.7K | 0.01% | 758 |
|
|
2022
Q3 | $1.71M | Buy |
27,888
+4,808
| +21% | +$311K | 0.01% | 728 |
|
|
2022
Q2 | $1.51M | Buy |
23,080
+3,240
| +16% | +$235K | 0.01% | 683 |
|
|
2022
Q1 | $1.58M | Buy |
19,840
+4,398
| +28% | +$354K | 0.01% | 666 |
|
|
2021
Q4 | $1.18M | Buy |
15,442
+4,673
| +43% | +$341K | 0.01% | 744 |
|
|
2021
Q3 | $712K | Buy |
10,769
+6,587
| +158% | +$439K | 0.01% | 885 |
|
|
2021
Q2 | $293K | Buy |
4,182
+581
| +16% | +$40.6K | ﹤0.01% | 1294 |
|
|
2021
Q1 | $235K | Sell |
3,601
-510
| -12% | -$31.1K | ﹤0.01% | 1361 |
|
|
2020
Q4 | $232K | Buy |
4,111
+1,250
| +44% | +$63.3K | ﹤0.01% | 1130 |
|
|
2020
Q3 | $133K | Sell |
2,861
-4,934
| -63% | -$230K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $343K | Buy |
7,795
+102
| +1% | +$4.34K | 0.01% | 827 |
|
|
2020
Q1 | $308K | Sell |
7,693
-393
| -5% | -$20.2K | 0.01% | 717 |
|
|
2019
Q4 | $457K | Buy |
8,086
+6,243
| +339% | +$354K | 0.01% | 711 |
|
|
2019
Q3 | $107K | Hold |
1,843
| – | – | ﹤0.01% | 760 |
|
|
2019
Q2 | $108K | Hold |
1,843
| – | – | ﹤0.01% | 733 |
|
|
2019
Q1 | $100K | Buy |
1,843
+850
| +86% | +$47K | ﹤0.01% | 698 |
|
|
2018
Q4 | $49K | Hold |
993
| – | – | ﹤0.01% | 789 |
|
|
2018
Q3 | $60K | Hold |
993
| – | – | ﹤0.01% | 724 |
|
|
2018
Q2 | $57K | Buy |
993
+593
| +148% | +$33.9K | ﹤0.01% | 652 |
|
|
2018
Q1 | $22K | Hold |
400
| – | – | ﹤0.01% | 803 |
|
|
2017
Q4 | $23K | Buy |
+400
| New | +$22.9K | ﹤0.01% | 750 |
|
Other funds holding TD
VCM
TWC
CAPTRUST Financial Advisors's TD Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its Toronto Dominion Bank (TD) stake by 2.1% in Q1 2026, selling an estimated $65.8K and leaving 32,089 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #997.
CAPTRUST Financial Advisors first reported a position in TD in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.09M in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.
- CAPTRUST Financial Advisors held 32,089 shares of Toronto Dominion Bank worth $2.99M as of Q1 2026.
- CAPTRUST Financial Advisors sold 692 Toronto Dominion Bank shares in Q1 2026, an estimated $65.8K.
- Toronto Dominion Bank made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #997 holding.
- CAPTRUST Financial Advisors first reported a position in Toronto Dominion Bank in Q4 2017 and has held it in 34 quarters since.
- CAPTRUST Financial Advisors's Toronto Dominion Bank position peaked at $3.09M in Q4 2025.
- 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.