Corient Private Wealth
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Corient Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Corient Private Wealth’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 		$6.04M Sell
49,769
-6,642
-12% -$727K 0.01% 827
2026
Q1 		$5.24M Buy
56,411
+4,130
+8% +$393K 0.01% 828
2025
Q4 		$4.93M Sell
52,281
-4,501
-8% -$380K 0.01% 775
2025
Q3 		$4.54M Sell
56,782
-2,510
-4% -$188K 0.01% 749
2025
Q2 		$4.36M Sell
59,292
-15,411
-21% -$1.01M 0.01% 739
2025
Q1 		$4.48M Sell
74,703
-24,516
-25% -$1.43M 0.01% 712
2024
Q4 		$5.28M Sell
99,219
-34,028
-26% -$1.91M 0.01% 677
2024
Q3 		$8.43M Sell
133,247
-6,770
-5% -$400K 0.01% 607
2024
Q2 		$7.7M Sell
140,017
-13,214
-9% -$748K 0.01% 585
2024
Q1 		$9.25M Sell
153,231
-3,855
-2% -$233K 0.02% 542
2023
Q4 		$10.2M Sell
157,086
-10,229
-6% -$613K 0.02% 515
2023
Q3 		$10.1M Buy
167,315
+1,873
+1% +$117K 0.02% 478
2023
Q2 		$10.3M Sell
165,442
-53,781
-25% -$3.24M 0.02% 470
2023
Q1 		$13.1M Buy
219,223
+177,868
+430% +$11.5M 0.04% 394
2022
Q4 		$2.68M Buy
+41,355
New +$2.67M 0.01% 641

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 Private Wealth's TD Position: Q2 2026 in Review

Corient Private Wealth reduced its Toronto Dominion Bank (TD) stake by 12% in Q2 2026, selling an estimated $727K and leaving 49,769 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #827.

Corient Private Wealth first reported a position in TD in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.1M in Q1 2023. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Corient Private Wealth held 49,769 shares of Toronto Dominion Bank worth $6.04M as of Q2 2026.
  • Corient Private Wealth sold 6,642 Toronto Dominion Bank shares in Q2 2026, an estimated $727K.
  • Toronto Dominion Bank made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #827 holding.
  • Corient Private Wealth first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Toronto Dominion Bank position peaked at $13.1M in Q1 2023.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

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