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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
Q2 		$1.64M Sell
13,524
-1,626
-11% -$178K 0.01% 627
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
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

EP Wealth Advisors's TD Position: Q2 2026 in Review

EP Wealth Advisors reduced its Toronto Dominion Bank (TD) stake by 11% in Q2 2026, selling an estimated $178K and leaving 13,524 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #627.

EP Wealth Advisors first reported a position in TD in Q2 2022 and has held it in 14 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • EP Wealth Advisors held 13,524 shares of Toronto Dominion Bank worth $1.64M as of Q2 2026.
  • EP Wealth Advisors sold 1,626 Toronto Dominion Bank shares in Q2 2026, an estimated $178K.
  • Toronto Dominion Bank made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #627 holding.
  • EP Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2022 and has held it in 14 quarters since.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.