Evelyn Partners Investment Management’s Toronto Dominion Bank TD Stock Holding History

Evelyn Partners Investment Management’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	$3.18M	Sell	34,014 -55	-0.2%	-$5.23K	0.09%	88
2025 Q4	$3.21M	Hold	34,069	–	–	0.09%	88
2025 Q3	$2.72M	Sell	34,069 -1,830	-5%	-$137K	0.08%	90
2025 Q2	$2.64M	Sell	35,899 -125	-0.3%	-$8.16K	0.08%	95
2025 Q1	$2.16M	Sell	36,024 -1,000	-3%	-$58.2K	0.07%	98
2024 Q4	$1.97M	Buy	+37,024	New	+$2.08M	0.06%	98

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 $38B AUM 39.14% 1-Year Est. Return

Evelyn Partners Investment Management's TD Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Toronto Dominion Bank (TD) stake by 0.16% in Q1 2026, selling an estimated $5.23K and leaving 34,014 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #88.

Evelyn Partners Investment Management first reported a position in TD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.21M in Q4 2025. 837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Evelyn Partners Investment Management held 34,014 shares of Toronto Dominion Bank worth $3.18M as of Q1 2026.
Evelyn Partners Investment Management sold 55 Toronto Dominion Bank shares in Q1 2026, an estimated $5.23K.
Toronto Dominion Bank made up 0.09% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #88 holding.
Evelyn Partners Investment Management first reported a position in Toronto Dominion Bank in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Toronto Dominion Bank position peaked at $3.21M in Q4 2025.
837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.