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
Q1 		$5.24M Sell
56,411
-49,900
-47% -$4.75M 0.01% 828
2025
Q4 		$9.95M Buy
106,311
+49,529
+87% +$4.18M 0.01% 782
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Corient Private Wealth's TD Position: Q1 2026 in Review

Corient Private Wealth reduced its Toronto Dominion Bank (TD) stake by 47% in Q1 2026, selling an estimated $4.75M and leaving 56,411 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #828.

Corient Private Wealth first reported a position in TD in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.1M in Q1 2023. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Corient Private Wealth held 56,411 shares of Toronto Dominion Bank worth $5.24M as of Q1 2026.
  • Corient Private Wealth sold 49,900 Toronto Dominion Bank shares in Q1 2026, an estimated $4.75M.
  • Toronto Dominion Bank made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #828 holding.
  • Corient Private Wealth first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Toronto Dominion Bank position peaked at $13.1M in Q1 2023.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.