Charter Oak Capital Management’s Toronto Dominion Bank TD Stock Holding History

Charter Oak Capital 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	–	Sell	-2,148	Closed	-$202K	–	216
2025 Q4	$202K	Buy	+2,148	New	+$181K	0.02%	207
2022 Q3	–	Sell	-1,622	Closed	-$106K	–	797
2022 Q2	$106K	Hold	1,622	–	–	0.01%	237
2022 Q1	$129K	Hold	1,622	–	–	0.02%	225
2021 Q4	$124K	Buy	1,622 +524	+48%	+$38.2K	0.01%	229
2021 Q3	$73K	Hold	1,098	–	–	0.01%	282
2021 Q2	$77K	Hold	1,098	–	–	0.01%	266
2021 Q1	$72K	Hold	1,098	–	–	0.01%	274
2020 Q4	$62K	Buy	+1,098	New	+$55.6K	0.01%	272

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

Charter Oak Capital Management's TD Position: Q1 2026 in Review

Charter Oak Capital Management sold out of Toronto Dominion Bank (TD) in Q1 2026, closing a stake of 2,148 shares — an estimated $202K sold.

Charter Oak Capital Management first reported a position in TD in Q4 2020 and held it in 8 quarters. The position peaked at $202K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Charter Oak Capital Management reported no remaining Toronto Dominion Bank position as of Q1 2026 after selling out during the quarter.
Charter Oak Capital Management sold 2,148 Toronto Dominion Bank shares in Q1 2026, an estimated $202K.
Charter Oak Capital Management first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 8 quarters.
Charter Oak Capital Management's Toronto Dominion Bank position peaked at $202K in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.