Cyndeo Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Cyndeo Wealth Partners’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 Q1	$1.38M	Sell	14,784 -247	-2%	-$23.5K	0.07%	206
2025 Q4	$1.42M	Sell	15,031 -65	-0.4%	-$5.49K	0.08%	201
2025 Q3	$1.21M	Sell	15,096 -1,320	-8%	-$99.1K	0.07%	207
2025 Q2	$1.21M	Buy	16,416 +870	+6%	+$56.8K	0.07%	204
2025 Q1	$932K	Buy	15,546 +94	+0.6%	+$5.47K	0.06%	222
2024 Q4	$823K	Buy	15,452 +37	+0.2%	+$2.08K	0.06%	237
2024 Q3	$975K	Buy	15,415 +3,697	+32%	+$219K	0.07%	216
2024 Q2	$644K	Sell	11,718 -229	-2%	-$13K	0.05%	250
2024 Q1	$721K	Sell	11,947 -57	-0.5%	-$3.44K	0.06%	230
2023 Q4	$776K	Sell	12,004 -83	-0.7%	-$4.98K	0.07%	210
2023 Q3	$728K	Hold	12,087	–	–	0.08%	194
2023 Q2	$750K	Sell	12,087 -567	-4%	-$34.1K	0.08%	188
2023 Q1	$758K	Buy	12,654 +194	+2%	+$12.5K	0.08%	191
2022 Q4	$807K	Buy	+12,460	New	+$805K	0.09%	183

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Cyndeo Wealth Partners's TD Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Toronto Dominion Bank (TD) stake by 1.6% in Q1 2026, selling an estimated $23.5K and leaving 14,784 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #206.

Cyndeo Wealth Partners first reported a position in TD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Cyndeo Wealth Partners held 14,784 shares of Toronto Dominion Bank worth $1.38M as of Q1 2026.
Cyndeo Wealth Partners sold 247 Toronto Dominion Bank shares in Q1 2026, an estimated $23.5K.
Toronto Dominion Bank made up 0.07% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #206 holding.
Cyndeo Wealth Partners first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Toronto Dominion Bank position peaked at $1.42M in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.