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

Elevation 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
Q3 		$13.4K Hold
114
– – ﹤0.01% 797
2026
Q2 		$13.8K Buy
+114
New +$12.5K ﹤0.01% 705

Other funds holding TD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Elevation Wealth Partners's TD Position: Q3 2026 in Review

Elevation Wealth Partners held its Toronto Dominion Bank (TD) position steady in Q3 2026 at 114 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Elevation Wealth Partners first reported a position in TD in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.8K in Q2 2026. 36 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Elevation Wealth Partners held 114 shares of Toronto Dominion Bank worth $13.4K as of Q3 2026.
  • Elevation Wealth Partners left its Toronto Dominion Bank share count unchanged in Q3 2026.
  • Toronto Dominion Bank made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #797 holding.
  • Elevation Wealth Partners first reported a position in Toronto Dominion Bank in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Toronto Dominion Bank position peaked at $13.8K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.