Envestnet Portfolio Solutions’s Toronto Dominion Bank TD Stock Holding History

Envestnet Portfolio Solutions’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	$269K	Sell	2,217 -218	-9%	-$23.9K	﹤0.01%	1236
2026 Q1	$227K	Sell	2,435 -625	-20%	-$59.4K	﹤0.01%	1227
2025 Q4	$288K	Buy	+3,060	New	+$258K	﹤0.01%	1298
2024 Q1	–	Sell	-3,108	Closed	-$201K	–	1649
2023 Q4	$201K	Buy	+3,108	New	+$186K	﹤0.01%	1501

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Envestnet Portfolio Solutions's TD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Toronto Dominion Bank (TD) stake by 9% in Q2 2026, selling an estimated $23.9K and leaving 2,217 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Envestnet Portfolio Solutions first reported a position in TD in Q4 2023 and has held it in 4 quarters since. The position peaked at $288K in Q4 2025. 902 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Envestnet Portfolio Solutions held 2,217 shares of Toronto Dominion Bank worth $269K as of Q2 2026.
Envestnet Portfolio Solutions sold 218 Toronto Dominion Bank shares in Q2 2026, an estimated $23.9K.
Toronto Dominion Bank made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1236 holding.
Envestnet Portfolio Solutions first reported a position in Toronto Dominion Bank in Q4 2023 and has held it in 4 quarters since.
Envestnet Portfolio Solutions's Toronto Dominion Bank position peaked at $288K in Q4 2025.
902 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.