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Corient IA’s Toronto Dominion Bank TD Stock Holding History

Corient IA’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 		$77.7K Sell
640
-1,150
-64% -$126K 0.07% 234
2026
Q1 		$167K Buy
+1,790
New +$170K 0.16% 228
2025
Q4 		– Sell
-3,000
Closed -$240K – 235
2025
Q3 		$240K Hold
3,000
– – 0.18% 212
2025
Q2 		$220K Buy
+3,000
New +$196K 0.13% 278

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
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

Corient IA's TD Position: Q2 2026 in Review

Corient IA reduced its Toronto Dominion Bank (TD) stake by 64% in Q2 2026, selling an estimated $126K and leaving 640 shares worth $77.7K. The position accounts for 0.07% of the portfolio, ranked #234.

Corient IA first reported a position in TD in Q2 2025 and has held it in 4 quarters since. The position peaked at $240K in Q3 2025. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Corient IA held 640 shares of Toronto Dominion Bank worth $77.7K as of Q2 2026.
  • Corient IA sold 1,150 Toronto Dominion Bank shares in Q2 2026, an estimated $126K.
  • Toronto Dominion Bank made up 0.07% of Corient IA's portfolio in Q2 2026, its #234 holding.
  • Corient IA first reported a position in Toronto Dominion Bank in Q2 2025 and has held it in 4 quarters since.
  • Corient IA's Toronto Dominion Bank position peaked at $240K in Q3 2025.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.