CWM
TD icon

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

Consultiva 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
Q4 		– Sell
-320
Closed -$25.6K – 266
2025
Q3 		$25.6K Hold
320
– – 0.07% 135
2025
Q2 		$23.5K Hold
320
– – 0.07% 144
2025
Q1 		$27.6K Buy
+320
New +$18.6K 0.09% 127

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Consultiva Wealth Management's TD Position: Q4 2025 in Review

Consultiva Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2025, closing a stake of 320 shares — an estimated $25.6K sold.

Consultiva Wealth Management first reported a position in TD in Q1 2025 and held it in 3 quarters. The position peaked at $27.6K in Q1 2025. 798 funds tracked by Wall St. Rank hold TD as of Q4 2025.

  • Consultiva Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 320 Toronto Dominion Bank shares in Q4 2025, an estimated $25.6K.
  • Consultiva Wealth Management first reported a position in Toronto Dominion Bank in Q1 2025 and held it in 3 quarters.
  • Consultiva Wealth Management's Toronto Dominion Bank position peaked at $27.6K in Q1 2025.
  • 798 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2025.

Based on Consultiva Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.