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Centricity Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Centricity 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
2025
Q2 		$9.99K Hold
136
– – 0.01% 326
2025
Q1 		$8.15K Hold
136
– – 0.01% 336
2024
Q4 		$7.24K Buy
+136
New +$7.63K 0.01% 358

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Centricity Wealth Management's TD Position: Q2 2025 in Review

Centricity Wealth Management held its Toronto Dominion Bank (TD) position steady in Q2 2025 at 136 shares worth $9.99K. The position accounts for 0.01% of the portfolio, ranked #326.

Centricity Wealth Management first reported a position in TD in Q4 2024 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold TD as of Q2 2025.

  • Centricity Wealth Management held 136 shares of Toronto Dominion Bank worth $9.99K as of Q2 2025.
  • Centricity Wealth Management left its Toronto Dominion Bank share count unchanged in Q2 2025.
  • Toronto Dominion Bank made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #326 holding.
  • Centricity Wealth Management first reported a position in Toronto Dominion Bank in Q4 2024 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.