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Diversify Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Diversify Advisory Services’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 		$213K Sell
2,042
-188
-8% -$17.9K 0.03% 200
2025
Q4 		$209K Buy
+2,230
New +$188K 0.01% 870

Other funds holding TD

Royal Bank of Canada
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Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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

Diversify Advisory Services's TD Position: Q1 2026 in Review

Diversify Advisory Services reduced its Toronto Dominion Bank (TD) stake by 8.4% in Q1 2026, selling an estimated $17.9K and leaving 2,042 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #200.

Diversify Advisory Services first reported a position in TD in Q4 2025 and has held it in 2 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Diversify Advisory Services held 2,042 shares of Toronto Dominion Bank worth $213K as of Q1 2026.
  • Diversify Advisory Services sold 188 Toronto Dominion Bank shares in Q1 2026, an estimated $17.9K.
  • Toronto Dominion Bank made up 0.03% of Diversify Advisory Services's portfolio in Q1 2026, its #200 holding.
  • Diversify Advisory Services first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 2 quarters since.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.