CWM
TD icon

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

Connecticut 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
2026
Q2 		$430K Sell
3,539
-105
-3% -$11.5K 0.02% 254
2026
Q1 		$340K Buy
3,644
+105
+3% +$9.99K 0.01% 266
2025
Q4 		$333K Hold
3,539
– – 0.01% 256
2025
Q3 		$283K Buy
3,539
+80
+2% +$6K 0.01% 279
2025
Q2 		$254K Hold
3,459
– – 0.01% 280
2025
Q1 		$207K Sell
3,459
-1,205
-26% -$70.2K 0.01% 292
2024
Q4 		$248K Buy
4,664
+1,136
+32% +$63.7K 0.01% 247
2024
Q3 		$223K Buy
+3,528
New +$209K 0.01% 299
2024
Q2 		– Sell
-3,699
Closed -$223K – 341
2024
Q1 		$223K Sell
3,699
-281
-7% -$17K 0.01% 307
2023
Q4 		$257K Buy
3,980
+371
+10% +$22.2K 0.01% 280
2023
Q3 		$217K Buy
3,609
+332
+10% +$20.7K 0.01% 275
2023
Q2 		$203K Buy
+3,277
New +$197K 0.01% 260

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Connecticut Wealth Management's TD Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Toronto Dominion Bank (TD) stake by 2.9% in Q2 2026, selling an estimated $11.5K and leaving 3,539 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #254.

Connecticut Wealth Management first reported a position in TD in Q2 2023 and has held it in 12 quarters since. 420 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Connecticut Wealth Management held 3,539 shares of Toronto Dominion Bank worth $430K as of Q2 2026.
  • Connecticut Wealth Management sold 105 Toronto Dominion Bank shares in Q2 2026, an estimated $11.5K.
  • Toronto Dominion Bank made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Connecticut Wealth Management first reported a position in Toronto Dominion Bank in Q2 2023 and has held it in 12 quarters since.
  • 420 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.