EP Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

EP Wealth Advisors’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	$1.41M	Sell	15,150 -1,654	-10%	-$157K	0.01%	556
2025 Q4	$1.58M	Buy	+16,804	New	+$1.42M	0.01%	496
2025 Q2	$1.42M	Buy	19,274 +9,397	+95%	+$613K	0.01%	488
2025 Q1	$592K	Buy	9,877 +9	+0.1%	+$524	﹤0.01%	646
2024 Q4	$525K	Sell	9,868 -360	-4%	-$20.2K	﹤0.01%	678
2024 Q3	$647K	Buy	10,228 +32	+0.3%	+$1.89K	0.01%	612
2024 Q2	$560K	Sell	10,196 -350	-3%	-$19.8K	0.01%	510
2024 Q1	$637K	Buy	10,546 +704	+7%	+$42.5K	0.01%	463
2023 Q4	$636K	Sell	9,842 -82	-0.8%	-$4.92K	0.01%	447
2023 Q3	$598K	Sell	9,924 -1,556	-14%	-$97K	0.01%	428
2023 Q2	$610K	Buy	11,480 +6,803	+145%	+$409K	0.01%	425
2023 Q1	$229K	Buy	+4,677	New	+$302K	﹤0.01%	548
2022 Q3	–	Sell	-3,097	Closed	-$203K	–	612
2022 Q2	$203K	Buy	+3,097	New	+$225K	﹤0.01%	568

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

EP Wealth Advisors's TD Position: Q1 2026 in Review

EP Wealth Advisors reduced its Toronto Dominion Bank (TD) stake by 9.8% in Q1 2026, selling an estimated $157K and leaving 15,150 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #556.

EP Wealth Advisors first reported a position in TD in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.58M in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

EP Wealth Advisors held 15,150 shares of Toronto Dominion Bank worth $1.41M as of Q1 2026.
EP Wealth Advisors sold 1,654 Toronto Dominion Bank shares in Q1 2026, an estimated $157K.
Toronto Dominion Bank made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #556 holding.
EP Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2022 and has held it in 13 quarters since.
EP Wealth Advisors's Toronto Dominion Bank position peaked at $1.58M in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.