CI
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CX Institutional’s Toronto Dominion Bank TD Stock Holding History

CX Institutional’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 		$260K Sell
2,138
-100
-4% -$10.9K 0.01% 676
2026
Q1 		$209K Sell
2,238
-245
-10% -$23.3K 0.01% 706
2025
Q4 		$234K Sell
2,483
-1,029
-29% -$86.9K 0.01% 657
2025
Q3 		$281K Buy
3,512
+3,497
+23,313% +$262K 0.01% 589
2025
Q2 		$1K Hold
15
– – ﹤0.01% 1204
2025
Q1 		$1K Buy
+15
New +$873 ﹤0.01% 1194
2020
Q4 		– Sell
-580
Closed -$27K – 913
2020
Q3 		$27K Buy
+580
New +$27K ﹤0.01% 490
2020
Q2 		– Sell
-32
Closed -$1K – 872
2020
Q1 		$1K Hold
32
– – ﹤0.01% 755
2019
Q4 		$2K Hold
32
– – ﹤0.01% 686
2019
Q3 		$2K Hold
32
– – ﹤0.01% 744
2019
Q2 		$2K Hold
32
– – ﹤0.01% 785
2019
Q1 		$2K Hold
32
– – ﹤0.01% 708
2018
Q4 		$2K Hold
32
– – ﹤0.01% 463
2018
Q3 		$2K Hold
32
– – ﹤0.01% 330
2018
Q2 		$2K Buy
+32
New +$1.83K ﹤0.01% 306

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

CX Institutional's TD Position: Q2 2026 in Review

CX Institutional reduced its Toronto Dominion Bank (TD) stake by 4.5% in Q2 2026, selling an estimated $10.9K and leaving 2,138 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #676.

CX Institutional first reported a position in TD in Q2 2018 and has held it in 15 quarters since. The position peaked at $281K in Q3 2025. 185 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • CX Institutional held 2,138 shares of Toronto Dominion Bank worth $260K as of Q2 2026.
  • CX Institutional sold 100 Toronto Dominion Bank shares in Q2 2026, an estimated $10.9K.
  • Toronto Dominion Bank made up 0.01% of CX Institutional's portfolio in Q2 2026, its #676 holding.
  • CX Institutional first reported a position in Toronto Dominion Bank in Q2 2018 and has held it in 15 quarters since.
  • CX Institutional's Toronto Dominion Bank position peaked at $281K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.