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

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% 1235
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

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 #1235.

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. 359 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 #1235 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.
  • 359 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.