Carnegie Lake Advisors’s Toronto Dominion Bank TD Stock Holding History

Carnegie Lake 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
2026 Q1	$681K	Hold	7,299	–	–	0.27%	92
2025 Q4	$688K	Hold	7,299	–	–	0.26%	91
2025 Q3	$584K	Hold	7,299	–	–	0.22%	101
2025 Q2	$536K	Sell	7,299 -1,782	-20%	-$116K	0.21%	102
2025 Q1	$544K	Hold	9,081	–	–	0.22%	96
2024 Q4	$483K	Hold	9,081	–	–	0.19%	102
2024 Q3	$574K	Buy	+9,081	New	+$537K	0.23%	95

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 $33.7B AUM 35.49% 1-Year Est. Return

Carnegie Lake Advisors's TD Position: Q1 2026 in Review

Carnegie Lake Advisors held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 7,299 shares worth $681K. The position accounts for 0.27% of the portfolio, ranked #92.

Carnegie Lake Advisors first reported a position in TD in Q3 2024 and has held it in 7 quarters since. The position peaked at $688K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Carnegie Lake Advisors held 7,299 shares of Toronto Dominion Bank worth $681K as of Q1 2026.
Carnegie Lake Advisors left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.27% of Carnegie Lake Advisors's portfolio in Q1 2026, its #92 holding.
Carnegie Lake Advisors first reported a position in Toronto Dominion Bank in Q3 2024 and has held it in 7 quarters since.
Carnegie Lake Advisors's Toronto Dominion Bank position peaked at $688K in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.