Essex Financial Services’s Toronto Dominion Bank TD Stock Holding History

Essex Financial Services’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	$770K	Buy	8,254 +183	+2%	+$17.4K	0.04%	347
2025 Q4	$760K	Buy	8,071 +237	+3%	+$20K	0.04%	344
2025 Q3	$626K	Buy	7,834 +139	+2%	+$10.4K	0.04%	367
2025 Q2	$565K	Buy	7,695 +2	+0%	+$131	0.04%	381
2025 Q1	$461K	Buy	7,693 +25	+0.3%	+$1.46K	0.03%	402
2024 Q4	$408K	Buy	7,668 +1,402	+22%	+$78.7K	0.03%	421
2024 Q3	$359K	Sell	6,266 -660	-10%	-$39K	0.03%	449
2024 Q2	$393K	Buy	6,926 +942	+16%	+$53.3K	0.03%	422
2024 Q1	$361K	Buy	5,984 +165	+3%	+$9.97K	0.03%	386
2023 Q4	$376K	Sell	5,819 -294	-5%	-$17.6K	0.04%	354
2023 Q3	$368K	Buy	6,113 +6	+0.1%	+$374	0.04%	338
2023 Q2	$379K	Sell	6,107 -12	-0.2%	-$722	0.04%	324
2023 Q1	$367K	Buy	6,119 +25	+0.4%	+$1.61K	0.04%	342
2022 Q4	$394K	Sell	6,094 -2,230	-27%	-$144K	0.04%	322
2022 Q3	$511K	Sell	8,324 -5,730	-41%	-$371K	0.06%	248
2022 Q2	$922K	Buy	14,054 +5	+0%	+$363	0.1%	188
2022 Q1	$1.12M	Buy	14,049 +254	+2%	+$20.5K	0.11%	190
2021 Q4	$1.06M	Sell	13,795 -581	-4%	-$42.4K	0.1%	192
2021 Q3	$951K	Buy	14,376 +109	+0.8%	+$7.27K	0.11%	189
2021 Q2	$930K	Hold	14,267	–	–	0.13%	163
2021 Q1	$930K	Buy	14,267 +661	+5%	+$40.4K	0.17%	139
2020 Q4	$768K	Buy	13,606 +600	+5%	+$30.4K	0.15%	139
2020 Q3	$601K	Buy	13,006 +2,157	+20%	+$100K	0.15%	134
2020 Q2	$484K	Sell	10,849 -2,760	-20%	-$117K	0.15%	136
2020 Q1	$577K	Buy	13,609 +501	+4%	+$25.7K	0.21%	111
2019 Q4	$736K	Buy	13,108 +3,462	+36%	+$196K	0.2%	114
2019 Q3	$562K	Hold	9,646	–	–	0.18%	123
2019 Q2	$563K	Sell	9,646 -3,844	-28%	-$216K	0.17%	127
2019 Q1	$733K	Sell	13,490 -16	-0.1%	-$884	0.22%	94
2018 Q4	$672K	Sell	13,506 -42	-0.3%	-$2.3K	0.21%	103
2018 Q3	$824K	Hold	13,548	–	–	0.18%	110
2018 Q2	$784K	Hold	13,548	–	–	0.19%	111
2018 Q1	$770K	Hold	13,548	–	–	0.15%	147
2017 Q4	$794K	Buy	13,548 +16	+0.1%	+$914	0.19%	107
2017 Q3	$761K	Buy	13,532 +386	+3%	+$20.3K	0.19%	113
2017 Q2	$662K	Sell	13,146 -651	-5%	-$31.4K	0.14%	159
2017 Q1	$691K	Sell	13,797 -100	-0.7%	-$5.11K	0.16%	144
2016 Q4	$686K	Buy	13,897 +404	+3%	+$18.9K	0.15%	142
2016 Q3	$599K	Buy	13,493 +141	+1%	+$6.18K	0.14%	143
2016 Q2	$573K	Sell	13,352 -2,853	-18%	-$124K	0.14%	149
2016 Q1	$699K	Sell	16,205 -12,736	-44%	-$492K	0.17%	133
2015 Q4	$1.13M	Buy	28,941 +10,034	+53%	+$406K	0.27%	90
2015 Q3	$745K	Buy	18,907 +419	+2%	+$16.7K	0.19%	125
2015 Q2	$786K	Sell	18,488 -11,064	-37%	-$495K	0.2%	126
2015 Q1	$1.27M	Sell	29,552 -576	-2%	-$24.8K	0.33%	78
2014 Q4	$1.44M	Buy	30,128 +3,007	+11%	+$145K	0.37%	71
2014 Q3	$1.34M	Buy	27,121 +7	+0%	+$363	0.4%	61
2014 Q2	$1.39M	Buy	27,114 +11,558	+74%	+$561K	0.42%	59
2014 Q1	$730K	Buy	15,556 +10,448	+205%	+$471K	0.24%	106
2013 Q4	$241K	Buy	5,108 +312	+7%	+$14.2K	0.08%	236
2013 Q3	$216	Buy	+4,796	New	+$204K	0.07%	236

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

Essex Financial Services's TD Position: Q1 2026 in Review

Essex Financial Services increased its Toronto Dominion Bank (TD) stake by 2.3% in Q1 2026, buying an estimated $17.4K and bringing the position to 8,254 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #347.

Essex Financial Services first reported a position in TD in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.44M in Q4 2014. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Essex Financial Services held 8,254 shares of Toronto Dominion Bank worth $770K as of Q1 2026.
Essex Financial Services bought 183 Toronto Dominion Bank shares in Q1 2026, an estimated $17.4K.
Toronto Dominion Bank made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #347 holding.
Essex Financial Services first reported a position in Toronto Dominion Bank in Q3 2013 and has held it in 51 quarters since.
Essex Financial Services's Toronto Dominion Bank position peaked at $1.44M in Q4 2014.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.