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Ellis Investment Partners’s Toronto Dominion Bank TD Stock Holding History

Ellis Investment 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
Q2 		$233K Buy
+1,916
New +$210K 0.04% 260
2022
Q4 		– Sell
-2,228
Closed -$136K – 682
2022
Q3 		$136K Buy
2,228
+3
+0.1% +$194 0.04% 258
2022
Q2 		$145K Buy
2,225
+3
+0.1% +$218 0.04% 254
2022
Q1 		$176K Buy
2,222
+3
+0.1% +$242 0.04% 240
2021
Q4 		$170K Buy
2,219
+3
+0.1% +$219 0.04% 253
2021
Q3 		$146K Buy
2,216
+2
+0.1% +$133 0.04% 259
2021
Q2 		$155K Buy
2,214
+3
+0.1% +$210 0.04% 243
2021
Q1 		$144K Sell
2,211
-255
-10% -$15.6K 0.04% 249
2020
Q4 		$139K Buy
2,466
+7
+0.3% +$355 0.04% 241
2020
Q3 		$113K Buy
2,459
+259
+12% +$12.1K 0.04% 249
2020
Q2 		$96K Buy
2,200
+4
+0.2% +$170 0.04% 259
2020
Q1 		$87K Buy
2,196
+219
+11% +$11.2K 0.04% 217
2019
Q4 		$111K Sell
1,977
-248
-11% -$14.1K 0.04% 219
2019
Q3 		$126K Buy
2,225
+253
+13% +$14.4K 0.05% 199
2019
Q2 		$115K Buy
+1,972
New +$111K 0.04% 209

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ellis Investment Partners's TD Position: Q2 2026 in Review

Ellis Investment Partners opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 1,916 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings. This is a return to the name: Ellis Investment Partners previously reported a position in TD as recently as Q3 2022.

Ellis Investment Partners first reported a position in TD in Q2 2019 and has held it in 15 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Ellis Investment Partners held 1,916 shares of Toronto Dominion Bank worth $233K as of Q2 2026.
  • Toronto Dominion Bank was a new Ellis Investment Partners position in Q2 2026.
  • Toronto Dominion Bank made up 0.04% of Ellis Investment Partners's portfolio in Q2 2026, its #260 holding.
  • Ellis Investment Partners first reported a position in Toronto Dominion Bank in Q2 2019 and has held it in 15 quarters since.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.