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Concord Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-113
Closed -$8.3K – 883
2025
Q2 		$8.3K Hold
113
– – ﹤0.01% 567
2025
Q1 		$6.77K Buy
+113
New +$6.58K ﹤0.01% 546

Other funds holding TD

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Vanguard Group
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Concord Wealth Partners's TD Position: Q3 2025 in Review

Concord Wealth Partners sold out of Toronto Dominion Bank (TD) in Q3 2025, closing a stake of 113 shares — an estimated $8.3K sold.

Concord Wealth Partners first reported a position in TD in Q1 2025 and held it in 2 quarters. The position peaked at $8.3K in Q2 2025. 708 funds tracked by Wall St. Rank hold TD as of Q3 2025.

  • Concord Wealth Partners reported no remaining Toronto Dominion Bank position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 113 Toronto Dominion Bank shares in Q3 2025, an estimated $8.3K.
  • Concord Wealth Partners first reported a position in Toronto Dominion Bank in Q1 2025 and held it in 2 quarters.
  • Concord Wealth Partners's Toronto Dominion Bank position peaked at $8.3K in Q2 2025.
  • 708 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.