Clearstead Advisors’s Toronto Dominion Bank TD Stock Holding History

Clearstead 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 Q2	$706K	Buy	5,811 +2,557	+79%	+$280K	0.01%	649
2026 Q1	$304K	Hold	3,254	–	–	﹤0.01%	857
2025 Q4	$307K	Hold	3,254	–	–	﹤0.01%	807
2025 Q3	$260K	Sell	3,254 -305	-9%	-$22.9K	﹤0.01%	823
2025 Q2	$261K	Hold	3,559	–	–	﹤0.01%	817
2025 Q1	$213K	Hold	3,559	–	–	﹤0.01%	812
2024 Q4	$189K	Hold	3,559	–	–	﹤0.01%	878
2024 Q3	$225K	Hold	3,559	–	–	﹤0.01%	819
2024 Q2	$196K	Hold	3,559	–	–	﹤0.01%	825
2024 Q1	$202K	Hold	3,559	–	–	0.01%	469
2023 Q4	$230K	Hold	3,559	–	–	0.01%	439
2023 Q3	$214K	Hold	3,559	–	–	0.01%	418
2023 Q2	$221K	Hold	3,559	–	–	0.01%	419
2023 Q1	$213K	Buy	3,559 +305	+9%	+$19.7K	0.02%	382
2022 Q4	$211K	Hold	3,254	–	–	0.02%	374
2022 Q3	$200K	Sell	3,254 -159	-5%	-$10.3K	0.02%	361
2022 Q2	$224K	Sell	3,413 -253	-7%	-$18.4K	0.02%	359
2022 Q1	$291K	Buy	3,666 +398	+12%	+$32.1K	0.02%	352
2021 Q4	$251K	Buy	3,268 +14	+0.4%	+$1.02K	0.02%	355
2021 Q3	$215K	Hold	3,254	–	–	0.02%	357
2021 Q2	$228K	Hold	3,254	–	–	0.02%	326
2021 Q1	$212K	Hold	3,254	–	–	0.02%	327
2020 Q4	$184K	Hold	3,254	–	–	0.02%	331
2020 Q3	$150K	Sell	3,254 -751	-19%	-$35K	0.02%	314
2020 Q2	$179K	Buy	4,005 +751	+23%	+$32K	0.02%	281
2020 Q1	$138K	Buy	+3,254	New	+$167K	0.02%	286
2017 Q4	–	Sell	-5,660	Closed	-$318K	–	252
2017 Q3	$318K	Buy	5,660 +9	+0.2%	+$473	0.04%	191
2017 Q2	$285K	Buy	+5,651	New	+$273K	0.04%	192

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

Clearstead Advisors's TD Position: Q2 2026 in Review

Clearstead Advisors increased its Toronto Dominion Bank (TD) stake by 79% in Q2 2026, buying an estimated $280K and bringing the position to 5,811 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #649.

Clearstead Advisors first reported a position in TD in Q2 2017 and has held it in 28 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Clearstead Advisors held 5,811 shares of Toronto Dominion Bank worth $706K as of Q2 2026.
Clearstead Advisors bought 2,557 Toronto Dominion Bank shares in Q2 2026, an estimated $280K.
Toronto Dominion Bank made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #649 holding.
Clearstead Advisors first reported a position in Toronto Dominion Bank in Q2 2017 and has held it in 28 quarters since.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.