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Cornerstone Planning Group’s Toronto Dominion Bank TD Stock Holding History

Cornerstone Planning Group’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 		$49.3K Buy
465
+37
+9% +$3.52K 0.01% 407
2025
Q4 		$40.1K Buy
428
+274
+178% +$23.1K 0.01% 398
2025
Q3 		$31.9K Sell
154
-44
-22% -$3.3K 0.01% 447
2025
Q2 		$14.4K Buy
198
+81
+69% +$5.29K ﹤0.01% 479
2025
Q1 		$7.23K Buy
117
+39
+50% +$2.27K ﹤0.01% 640
2024
Q4 		$4.49K Sell
78
-42
-35% -$2.36K ﹤0.01% 604
2024
Q3 		$6.66K Sell
120
-164
-58% -$9.69K ﹤0.01% 507
2024
Q2 		$15.9K Buy
284
+66
+30% +$3.74K ﹤0.01% 352
2024
Q1 		$11.9K Buy
218
+32
+17% +$1.93K ﹤0.01% 375
2023
Q4 		$12K Buy
+186
New +$11.2K ﹤0.01% 397

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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 $56.9B 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 $75.5B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B 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