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Costello Asset Management’s Toronto Dominion Bank TD Stock Holding History

Costello Asset Management’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 		$255K Buy
2,100
+600
+40% +$65.7K 0.08% 104
2026
Q1 		$140K Buy
1,500
+775
+107% +$73.7K 0.05% 138
2025
Q4 		$68.3K Buy
+725
New +$61.2K 0.02% 185
2024
Q4 		– Sell
-1,050
Closed -$66.4K – 201
2024
Q3 		$66.4K Sell
1,050
-2,350
-69% -$139K 0.04% 91
2024
Q2 		$187K Sell
3,400
-675
-17% -$38.2K 0.14% 58
2024
Q1 		$246K Sell
4,075
-1,075
-21% -$64.9K 0.18% 53
2023
Q4 		$333K Sell
5,150
-1,175
-19% -$70.5K 0.28% 49
2023
Q3 		$381K Buy
6,325
+200
+3% +$12.5K 0.35% 44
2023
Q2 		$380K Sell
6,125
-192
-3% -$11.6K 0.33% 45
2023
Q1 		$378K Sell
6,317
-25
-0.4% -$1.61K 0.39% 48
2022
Q4 		$411K Sell
6,342
-252
-4% -$16.3K 0.37% 45
2022
Q3 		$404K Sell
6,594
-500
-7% -$32.4K 0.38% 46
2022
Q2 		$465K Sell
7,094
-200
-3% -$14.5K 0.4% 44
2022
Q1 		$579K Sell
7,294
-3,686
-34% -$297K 0.4% 44
2021
Q4 		$842K Buy
10,980
+1,300
+13% +$94.8K 0.51% 41
2021
Q3 		$640K Sell
9,680
-155
-2% -$10.3K 0.41% 44
2021
Q2 		$689K Sell
9,835
-101
-1% -$7.07K 0.45% 42
2021
Q1 		$648K Buy
9,936
+7
+0.1% +$427 0.45% 43
2020
Q4 		$560K Buy
9,929
+2,953
+42% +$150K 0.42% 40
2020
Q3 		$323K Sell
6,976
-99
-1% -$4.61K 0.28% 45
2020
Q2 		$316K Buy
+7,075
New +$301K 0.31% 41
2019
Q3 		$505K Sell
8,675
-100
-1% -$5.68K 0.6% 37
2019
Q2 		$512K Sell
8,775
-4,803
-35% -$270K 0.58% 39
2019
Q1 		$738K Sell
13,578
-950
-7% -$52.5K 0.88% 31
2018
Q4 		$722K Buy
+14,528
New +$795K 0.93% 30

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

Costello Asset Management's TD Position: Q2 2026 in Review

Costello Asset Management increased its Toronto Dominion Bank (TD) stake by 40% in Q2 2026, buying an estimated $65.7K and bringing the position to 2,100 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #104.

Costello Asset Management first reported a position in TD in Q4 2018 and has held it in 25 quarters since. The position peaked at $842K in Q4 2021. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Costello Asset Management held 2,100 shares of Toronto Dominion Bank worth $255K as of Q2 2026.
  • Costello Asset Management bought 600 Toronto Dominion Bank shares in Q2 2026, an estimated $65.7K.
  • Toronto Dominion Bank made up 0.08% of Costello Asset Management's portfolio in Q2 2026, its #104 holding.
  • Costello Asset Management first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 25 quarters since.
  • Costello Asset Management's Toronto Dominion Bank position peaked at $842K in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.