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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$451K Sell
3,717
-1,425
-28% -$156K 0.08% 123
2026
Q1
$480K Hold
5,142
0.07% 128
2025
Q4
$484K Hold
5,142
0.06% 125
2025
Q3
$411K Hold
5,142
0.05% 127
2025
Q2
$378K Sell
5,142
-216
-4% -$14.1K 0.06% 119
2025
Q1
$321K Sell
5,358
-984
-16% -$57.3K 0.07% 135
2024
Q4
$338K Hold
6,342
0.05% 140
2024
Q3
$401K Sell
6,342
-600
-9% -$35.5K 0.06% 130
2024
Q2
$382K Hold
6,942
0.06% 128
2024
Q1
$419K Hold
6,942
0.07% 110
2023
Q4
$449K Sell
6,942
-1,450
-17% -$86.9K 0.08% 120
2023
Q3
$506K Hold
8,392
0.13% 111
2023
Q2
$520K Sell
8,392
-100
-1% -$6.02K 0.13% 114
2023
Q1
$509K Hold
8,492
0.12% 119
2022
Q4
$550K Hold
8,492
0.13% 119
2022
Q3
$521K Hold
8,492
0.15% 115
2022
Q2
$557K Hold
8,492
0.18% 106
2022
Q1
$674K Hold
8,492
0.18% 97
2021
Q4
$651K Hold
8,492
0.17% 92
2021
Q3
$562K Hold
8,492
0.17% 93
2021
Q2
$595K Hold
8,492
0.18% 90
2021
Q1
$554K Hold
8,492
0.17% 99
2020
Q4
$479K Sell
8,492
-185
-2% -$9.38K 0.16% 102
2020
Q3
$401K Sell
8,677
-700
-7% -$32.6K 0.13% 105
2020
Q2
$418K Sell
9,377
-2,848
-23% -$121K 0.09% 111
2020
Q1
$518K Hold
12,225
0.16% 93
2019
Q4
$686K Sell
12,225
-711
-5% -$40.3K 0.3% 83
2019
Q3
$754K Hold
12,936
0.38% 73
2019
Q2
$755K Sell
12,936
-19
-0.1% -$1.07K 0.39% 74
2019
Q1
$704K Sell
12,955
-3,121
-19% -$173K 0.37% 77
2018
Q4
$977K Hold
16,076
0.49% 67
2018
Q3
$977K Sell
16,076
-950
-6% -$56.6K 0.49% 67
2018
Q2
$985K Sell
17,026
-153
-0.9% -$8.76K 0.53% 66
2018
Q1
$977K Sell
17,179
-571
-3% -$33.4K 0.56% 61
2017
Q4
$1.04M Buy
17,750
+1,123
+7% +$64.2K 0.6% 64
2017
Q3
$936K Hold
16,627
0.57% 65
2017
Q2
$838K Buy
16,627
+1,215
+8% +$58.6K 0.54% 68
2017
Q1
$772K Sell
15,412
-447
-3% -$22.8K 0.52% 71
2016
Q4
$782K Buy
+15,859
New +$741K 0.52% 65

Other funds holding TD

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

Covenant Asset Management reduced its Toronto Dominion Bank (TD) stake by 28% in Q2 2026, selling an estimated $156K and leaving 3,717 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #123.

Covenant Asset Management first reported a position in TD in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.04M in Q4 2017. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Covenant Asset Management held 3,717 shares of Toronto Dominion Bank worth $451K as of Q2 2026.
  • Covenant Asset Management sold 1,425 Toronto Dominion Bank shares in Q2 2026, an estimated $156K.
  • Toronto Dominion Bank made up 0.08% of Covenant Asset Management's portfolio in Q2 2026, its #123 holding.
  • Covenant Asset Management first reported a position in Toronto Dominion Bank in Q4 2016 and has held it in 39 quarters since.
  • Covenant Asset Management's Toronto Dominion Bank position peaked at $1.04M in Q4 2017.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.