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

Cresset 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	$371K	Buy	3,057 +509	+20%	+$55.7K	﹤0.01%	1293
2026 Q1	$238K	Sell	2,548 -108	-4%	-$10.3K	﹤0.01%	1387
2025 Q4	$250K	Sell	2,656 -106	-4%	-$8.95K	﹤0.01%	1389
2025 Q3	$221K	Buy	+2,762	New	+$207K	﹤0.01%	1381
2024 Q4	–	Sell	-13,757	Closed	-$870K	–	2178
2024 Q3	$870K	Buy	13,757 +1,638	+14%	+$96.8K	﹤0.01%	1229
2024 Q2	$666K	Sell	12,119 -25,525	-68%	-$1.45M	﹤0.01%	1299
2024 Q1	$2.27M	Buy	37,644 +6,663	+22%	+$402K	0.01%	589
2023 Q4	$2M	Sell	30,981 -7,871	-20%	-$472K	0.01%	591
2023 Q3	$2.34M	Buy	38,852 +1,493	+4%	+$93.1K	0.01%	493
2023 Q2	$2.32M	Buy	+37,359	New	+$2.25M	﹤0.01%	606
2022 Q2	–	Sell	-3,132	Closed	-$249K	–	1081
2022 Q1	$249K	Buy	3,132 +442	+16%	+$35.6K	﹤0.01%	845
2021 Q4	$206K	Sell	2,690 -3,492	-56%	-$255K	﹤0.01%	1039
2021 Q3	$409K	Buy	6,182 +1,180	+24%	+$78.7K	0.01%	709
2021 Q2	$350K	Sell	5,002 -106	-2%	-$7.42K	0.01%	706
2021 Q1	$333K	Buy	5,108 +453	+10%	+$27.7K	0.01%	629
2020 Q4	$263K	Buy	+4,655	New	+$236K	﹤0.01%	603
2020 Q2	–	Sell	-5,996	Closed	-$254K	–	735
2020 Q1	$254K	Buy	+5,996	New	+$308K	0.01%	444
2019 Q2	–	Sell	-151,759	Closed	-$89K	–	1554
2019 Q1	$89K	Buy	151,759 +151,721	+399,266%	+$8.39M	﹤0.01%	593
2018 Q4	$2K	Buy	+38	New	+$2.08K	﹤0.01%	1369

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

Cresset Asset Management increased its Toronto Dominion Bank (TD) stake by 20% in Q2 2026, buying an estimated $55.7K and bringing the position to 3,057 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Cresset Asset Management first reported a position in TD in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.34M in Q3 2023. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Cresset Asset Management held 3,057 shares of Toronto Dominion Bank worth $371K as of Q2 2026.
Cresset Asset Management bought 509 Toronto Dominion Bank shares in Q2 2026, an estimated $55.7K.
Toronto Dominion Bank made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1293 holding.
Cresset Asset Management first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 19 quarters since.
Cresset Asset Management's Toronto Dominion Bank position peaked at $2.34M in Q3 2023.
898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.