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Carter Financial Group’s Toronto Dominion Bank TD Stock Holding History

Carter Financial Group’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 		$485K Buy
3,993
+219
+6% +$24K 0.25% 69
2026
Q1 		$352K Buy
3,774
+369
+11% +$35.1K 0.22% 77
2025
Q4 		$321K Buy
+3,405
New +$288K 0.19% 89

Other funds holding TD

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Carter Financial Group's TD Position: Q2 2026 in Review

Carter Financial Group increased its Toronto Dominion Bank (TD) stake by 5.8% in Q2 2026, buying an estimated $24K and bringing the position to 3,993 shares worth $485K. The position accounts for 0.25% of the portfolio, ranked #69.

Carter Financial Group first reported a position in TD in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Carter Financial Group held 3,993 shares of Toronto Dominion Bank worth $485K as of Q2 2026.
  • Carter Financial Group bought 219 Toronto Dominion Bank shares in Q2 2026, an estimated $24K.
  • Toronto Dominion Bank made up 0.25% of Carter Financial Group's portfolio in Q2 2026, its #69 holding.
  • Carter Financial Group first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.