Cassaday & Co Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Cassaday & Co Wealth 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	$3.54M	Sell	37,966 -240	-0.6%	-$22.8K	0.08%	56
2025 Q4	$3.6M	Hold	38,206	–	–	0.08%	57
2025 Q3	$3.05M	Hold	38,206	–	–	0.07%	64
2025 Q2	$2.81M	Hold	38,206	–	–	0.07%	63
2025 Q1	$2.29M	Hold	38,206	–	–	0.06%	65
2024 Q4	$2.03M	Hold	38,206	–	–	0.06%	72
2024 Q3	$2.42M	Hold	38,206	–	–	0.07%	59
2024 Q2	$2.1M	Sell	38,206 -600	-2%	-$34K	0.07%	62
2024 Q1	$2.34M	Buy	38,806 +240	+0.6%	+$14.5K	0.08%	58
2023 Q4	$2.49M	Hold	38,566	–	–	0.09%	48
2023 Q3	$2.32M	Hold	38,566	–	–	0.1%	49
2023 Q2	$2.39M	Sell	38,566 -38	-0.1%	-$2.29K	0.09%	46
2023 Q1	$2.31M	Sell	38,604 -60	-0.2%	-$3.88K	0.1%	47
2022 Q4	$2.5M	Buy	+38,664	New	+$2.5M	0.12%	44

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

Cassaday & Co Wealth Management's TD Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Toronto Dominion Bank (TD) stake by 0.63% in Q1 2026, selling an estimated $22.8K and leaving 37,966 shares worth $3.54M. The position accounts for 0.08% of the portfolio, ranked #56.

Cassaday & Co Wealth Management first reported a position in TD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.6M in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Cassaday & Co Wealth Management held 37,966 shares of Toronto Dominion Bank worth $3.54M as of Q1 2026.
Cassaday & Co Wealth Management sold 240 Toronto Dominion Bank shares in Q1 2026, an estimated $22.8K.
Toronto Dominion Bank made up 0.08% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #56 holding.
Cassaday & Co Wealth Management first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Toronto Dominion Bank position peaked at $3.6M in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.