Edgestream Partners’s Toronto Dominion Bank TD Stock Holding History

Edgestream 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	$285K	Sell	3,051 -494	-14%	-$47K	0.01%	811
2025 Q4	$334K	Buy	+3,545	New	+$299K	0.01%	872
2025 Q3	–	Sell	-4,644	Closed	-$341K	–	1050
2025 Q2	$341K	Buy	+4,644	New	+$303K	0.01%	776
2024 Q4	–	Sell	-3,629	Closed	-$230K	–	1081
2024 Q3	$230K	Buy	+3,629	New	+$215K	0.01%	795
2024 Q1	–	Sell	-4,412	Closed	-$285K	–	1013
2023 Q4	$285K	Buy	+4,412	New	+$265K	0.02%	731
2023 Q3	–	Sell	-3,448	Closed	-$214K	–	967
2023 Q2	$214K	Buy	+3,448	New	+$207K	0.02%	687
2022 Q3	–	Sell	-27,570	Closed	-$1.81M	–	605
2022 Q2	$1.81M	Sell	27,570 -15,775	-36%	-$1.15M	0.14%	225
2022 Q1	$3.44M	Buy	43,345 +33,430	+337%	+$2.69M	0.27%	120
2021 Q4	$760K	Sell	9,915 -26,456	-73%	-$1.93M	0.05%	349
2021 Q3	$2.41M	Buy	+36,371	New	+$2.42M	0.15%	211
2021 Q1	–	Sell	-15,716	Closed	-$887K	–	444
2020 Q4	$887K	Sell	15,716 -50,172	-76%	-$2.54M	0.04%	297
2020 Q3	$3.05M	Buy	+65,888	New	+$3.07M	0.2%	156
2018 Q3	–	Sell	-7,131	Closed	-$413K	–	331
2018 Q2	$413K	Buy	+7,131	New	+$408K	0.08%	206

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

Edgestream Partners's TD Position: Q1 2026 in Review

Edgestream Partners reduced its Toronto Dominion Bank (TD) stake by 14% in Q1 2026, selling an estimated $47K and leaving 3,051 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #811.

Edgestream Partners first reported a position in TD in Q2 2018 and has held it in 13 quarters since. The position peaked at $3.44M in Q1 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Edgestream Partners held 3,051 shares of Toronto Dominion Bank worth $285K as of Q1 2026.
Edgestream Partners sold 494 Toronto Dominion Bank shares in Q1 2026, an estimated $47K.
Toronto Dominion Bank made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #811 holding.
Edgestream Partners first reported a position in Toronto Dominion Bank in Q2 2018 and has held it in 13 quarters since.
Edgestream Partners's Toronto Dominion Bank position peaked at $3.44M in Q1 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.