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 Q2	$4.61M	Hold	37,966	–	–	0.09%	55
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Cassaday & Co Wealth Management's TD Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 37,966 shares worth $4.61M. The position accounts for 0.09% of the portfolio, ranked #55.

Cassaday & Co Wealth Management first reported a position in TD in Q4 2022 and has held it in 15 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Cassaday & Co Wealth Management held 37,966 shares of Toronto Dominion Bank worth $4.61M as of Q2 2026.
Cassaday & Co Wealth Management left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.09% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #55 holding.
Cassaday & Co Wealth Management first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 15 quarters since.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.