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Concurrent Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Concurrent Investment 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 		$984K Buy
8,107
+1,222
+18% +$134K 0.01% 1016
2026
Q1 		$642K Buy
6,885
+1,545
+29% +$147K 0.01% 1099
2025
Q4 		$503K Buy
+5,340
New +$451K 0.01% 1139

Other funds holding TD

TD Asset Management
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Concurrent Investment Advisors's TD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Toronto Dominion Bank (TD) stake by 18% in Q2 2026, buying an estimated $134K and bringing the position to 8,107 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #1016.

Concurrent Investment Advisors first reported a position in TD in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Concurrent Investment Advisors held 8,107 shares of Toronto Dominion Bank worth $984K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,222 Toronto Dominion Bank shares in Q2 2026, an estimated $134K.
  • Toronto Dominion Bank made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1016 holding.
  • Concurrent Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.