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Claro Advisors’s Toronto Dominion Bank TD Stock Holding History

Claro Advisors’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 		$2.72M Sell
29,128
-190
-0.6% -$18.1K 0.33% 61
2025
Q4 		$2.76M Sell
29,318
-9
-0% -$760 0.38% 55
2025
Q3 		$2.34M Sell
29,327
-649
-2% -$48.7K 0.34% 61
2025
Q2 		$2.2M Sell
29,976
-1,586
-5% -$104K 0.36% 60
2025
Q1 		$1.89M Sell
31,562
-200
-0.6% -$11.6K 0.25% 71
2024
Q4 		$1.69M Sell
31,762
-366
-1% -$20.5K 0.23% 83
2024
Q3 		$2.03M Sell
32,128
-3
-0% -$177 0.26% 73
2024
Q2 		$1.77M Sell
32,131
-25
-0.1% -$1.42K 0.28% 70
2024
Q1 		$1.94M Sell
32,156
-51
-0.2% -$3.08K 0.34% 52
2023
Q4 		$2.08M Sell
32,207
-259
-0.8% -$15.5K 0.45% 45
2023
Q3 		$1.96M Sell
32,466
-582
-2% -$36.3K 0.49% 41
2023
Q2 		$2.05M Buy
33,048
+728
+2% +$43.8K 0.51% 38
2023
Q1 		$1.94M Buy
32,320
+253
+0.8% +$16.3K 0.57% 38
2022
Q4 		$2.08M Buy
32,067
+592
+2% +$38.2K 0.68% 33
2022
Q3 		$2.06M Hold
31,475
– – 0.82% 27
2022
Q2 		$2.06M Buy
31,475
+217
+0.7% +$15.8K 0.82% 27
2022
Q1 		$2.4M Hold
31,258
– – 0.86% 20
2021
Q4 		$2.4M Buy
31,258
+27
+0.1% +$1.97K 0.86% 20
2021
Q3 		$2.07M Buy
31,231
+17
+0.1% +$1.13K 0.87% 22
2021
Q2 		$2.19M Buy
31,214
+76
+0.2% +$5.32K 0.98% 18
2021
Q1 		$2.03M Sell
31,138
-797
-2% -$48.7K 1.03% 16
2020
Q4 		$1.8M Buy
31,935
+36
+0.1% +$1.82K 0.96% 20
2020
Q3 		$1.48M Buy
31,899
+4
+0% +$186 0.93% 19
2020
Q2 		$1.42M Buy
31,895
+1,042
+3% +$44.4K 0.98% 19
2020
Q1 		$1.31M Buy
30,853
+3
+0% +$154 1.22% 14
2019
Q4 		$1.73M Buy
30,850
+5
+0% +$284 1.33% 15
2019
Q3 		$1.8M Buy
30,845
+196
+0.6% +$11.1K 1.59% 11
2019
Q2 		$1.79M Sell
30,649
-414
-1% -$23.3K 1.65% 11
2019
Q1 		$1.69M Buy
31,063
+442
+1% +$24.4K 1.67% 10
2018
Q4 		$1.86M Buy
+30,621
New +$1.68M 1.49% 8

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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

Claro Advisors's TD Position: Q1 2026 in Review

Claro Advisors reduced its Toronto Dominion Bank (TD) stake by 0.65% in Q1 2026, selling an estimated $18.1K and leaving 29,128 shares worth $2.72M. The position accounts for 0.33% of the portfolio, ranked #61.

Claro Advisors first reported a position in TD in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.76M in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Claro Advisors held 29,128 shares of Toronto Dominion Bank worth $2.72M as of Q1 2026.
  • Claro Advisors sold 190 Toronto Dominion Bank shares in Q1 2026, an estimated $18.1K.
  • Toronto Dominion Bank made up 0.33% of Claro Advisors's portfolio in Q1 2026, its #61 holding.
  • Claro Advisors first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Toronto Dominion Bank position peaked at $2.76M in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.