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 Q3	–	Sell	-443	Closed	-$53.7K	–	1518
2026 Q2	$53.7K	Sell	443 -22	-5%	-$2.41K	0.01%	391
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%	-$9.7K	﹤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

Other funds holding TD

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Cornerstone Planning Group's TD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Toronto Dominion Bank (TD) in Q3 2026, closing a stake of 443 shares — an estimated $53.7K sold.

Cornerstone Planning Group first reported a position in TD in Q4 2023 and held it in 11 quarters. The position peaked at $53.7K in Q2 2026. 235 funds tracked by Wall St. Rank hold TD as of Q3 2026.

Cornerstone Planning Group reported no remaining Toronto Dominion Bank position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 443 Toronto Dominion Bank shares in Q3 2026, an estimated $53.7K.
Cornerstone Planning Group first reported a position in Toronto Dominion Bank in Q4 2023 and held it in 11 quarters.
Cornerstone Planning Group's Toronto Dominion Bank position peaked at $53.7K in Q2 2026.
235 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.