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Congress Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Congress Wealth 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
2025
Q2 		$493K Buy
6,706
+854
+15% +$55.7K ﹤0.01% 931
2025
Q1 		$351K Sell
5,852
-1,360
-19% -$79.2K ﹤0.01% 908
2024
Q4 		$384K Buy
7,212
+2,566
+55% +$144K 0.01% 710
2024
Q3 		$294K Buy
4,646
+94
+2% +$5.56K ﹤0.01% 736
2024
Q2 		$250K Sell
4,552
-500
-10% -$28.3K ﹤0.01% 653
2024
Q1 		$305K Sell
5,052
-2,487
-33% -$150K 0.01% 505
2023
Q4 		$487K Buy
7,539
+903
+14% +$54.1K 0.01% 469
2023
Q3 		$400K Buy
6,636
+115
+2% +$7.17K 0.01% 488
2023
Q2 		$404K Sell
6,521
-32
-0.5% -$1.93K 0.01% 445
2023
Q1 		$393K Sell
6,553
-46
-0.7% -$2.97K 0.01% 447
2022
Q4 		$427K Sell
6,599
-500
-7% -$32.3K 0.01% 425
2022
Q3 		$436K Sell
7,099
-400
-5% -$25.9K 0.01% 425
2022
Q2 		$492K Buy
7,499
+131
+2% +$9.51K 0.01% 410
2022
Q1 		$585K Buy
7,368
+2,250
+44% +$181K 0.01% 424
2021
Q4 		$393K Buy
+5,118
New +$373K 0.01% 495

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Congress Wealth Management's TD Position: Q2 2025 in Review

Congress Wealth Management increased its Toronto Dominion Bank (TD) stake by 15% in Q2 2025, buying an estimated $55.7K and bringing the position to 6,706 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Congress Wealth Management first reported a position in TD in Q4 2021 and has held it in 15 quarters since. The position peaked at $585K in Q1 2022. 682 funds tracked by Wall St. Rank hold TD as of Q2 2025.

  • Congress Wealth Management held 6,706 shares of Toronto Dominion Bank worth $493K as of Q2 2025.
  • Congress Wealth Management bought 854 Toronto Dominion Bank shares in Q2 2025, an estimated $55.7K.
  • Toronto Dominion Bank made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #931 holding.
  • Congress Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Toronto Dominion Bank position peaked at $585K in Q1 2022.
  • 682 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.