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Crestwood Advisors Group’s Toronto Dominion Bank TD Stock Holding History

Crestwood Advisors 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
Q2 		$926K Buy
7,624
+1,646
+28% +$180K 0.01% 333
2026
Q1 		$558K Buy
5,978
+550
+10% +$52.3K 0.01% 390
2025
Q4 		$511K Buy
5,428
+608
+13% +$51.3K 0.01% 383
2025
Q3 		$385K Buy
4,820
+27
+0.6% +$2.03K 0.01% 408
2025
Q2 		$352K Buy
4,793
+81
+2% +$5.29K 0.01% 408
2025
Q1 		$282K Buy
4,712
+441
+10% +$25.7K 0.01% 437
2024
Q4 		$227K Buy
4,271
+373
+10% +$20.9K ﹤0.01% 431
2024
Q3 		$247K Buy
3,898
+258
+7% +$15.3K ﹤0.01% 396
2024
Q2 		$200K Hold
3,640
– – ﹤0.01% 419
2024
Q1 		$220K Sell
3,640
-5
-0.1% -$302 ﹤0.01% 399
2023
Q4 		$236K Buy
+3,645
New +$219K 0.01% 362
2017
Q2 		– Sell
-1,890
Closed -$88K – 391
2017
Q1 		$88K Buy
+1,890
New +$96.6K 0.01% 207
2015
Q4 		– Sell
-5,090
Closed -$201K – 157
2015
Q3 		$201K Sell
5,090
-198
-4% -$7.88K 0.03% 135
2015
Q2 		$225K Buy
5,288
+338
+7% +$15.1K 0.03% 140
2015
Q1 		$212K Sell
4,950
-375
-7% -$16.1K 0.03% 138
2014
Q4 		$254K Hold
5,325
– – 0.04% 117
2014
Q3 		$263K Sell
5,325
-275
-5% -$14.3K 0.04% 102
2014
Q2 		$288K Sell
5,600
-600
-10% -$29.1K 0.05% 98
2014
Q1 		$291K Buy
6,200
+800
+15% +$36.1K 0.05% 101
2013
Q4 		$254K Sell
5,400
-460
-8% -$20.9K 0.04% 113
2013
Q3 		$264K Sell
5,860
-1,296
-18% -$55.1K 0.05% 111
2013
Q2 		$288K Buy
+7,156
New +$288K 0.05% 103

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

Crestwood Advisors Group's TD Position: Q2 2026 in Review

Crestwood Advisors Group increased its Toronto Dominion Bank (TD) stake by 28% in Q2 2026, buying an estimated $180K and bringing the position to 7,624 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #333.

Crestwood Advisors Group first reported a position in TD in Q2 2013 and has held it in 22 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Crestwood Advisors Group held 7,624 shares of Toronto Dominion Bank worth $926K as of Q2 2026.
  • Crestwood Advisors Group bought 1,646 Toronto Dominion Bank shares in Q2 2026, an estimated $180K.
  • Toronto Dominion Bank made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #333 holding.
  • Crestwood Advisors Group first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 22 quarters since.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.