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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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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. 900 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.
  • 900 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.