Coldstream Capital Management’s Toronto Dominion Bank TD Stock Holding History

Coldstream 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	$406K	Buy	4,349 +436	+11%	+$41.5K	0.01%	813
2025 Q4	$369K	Buy	3,913 +747	+24%	+$63.1K	﹤0.01%	833
2025 Q3	$253K	Buy	+3,166	New	+$238K	﹤0.01%	1025
2025 Q2	–	Sell	-2,077	Closed	-$124K	–	3120
2025 Q1	$124K	Buy	+2,077	New	+$121K	﹤0.01%	1235

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 $304B AUM 35.64% 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 $115B AUM 41.58% 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 $140B AUM 46.34% 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 $38B AUM 39.14% 1-Year Est. Return

Coldstream Capital Management's TD Position: Q1 2026 in Review

Coldstream Capital Management increased its Toronto Dominion Bank (TD) stake by 11% in Q1 2026, buying an estimated $41.5K and bringing the position to 4,349 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #813.

Coldstream Capital Management first reported a position in TD in Q1 2025 and has held it in 4 quarters since. 839 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Coldstream Capital Management held 4,349 shares of Toronto Dominion Bank worth $406K as of Q1 2026.
Coldstream Capital Management bought 436 Toronto Dominion Bank shares in Q1 2026, an estimated $41.5K.
Toronto Dominion Bank made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #813 holding.
Coldstream Capital Management first reported a position in Toronto Dominion Bank in Q1 2025 and has held it in 4 quarters since.
839 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.