EWA
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EverSource Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

EverSource 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 		$189K Buy
2,026
+818
+68% +$77.8K 0.01% 1086
2025
Q4 		$114K Buy
1,208
+462
+62% +$39K ﹤0.01% 1248
2025
Q3 		$59.7K Buy
746
+119
+19% +$8.93K ﹤0.01% 1577
2025
Q2 		$46.1K Buy
627
+116
+23% +$7.57K ﹤0.01% 1675
2025
Q1 		$30.6K Sell
511
-468
-48% -$27.2K ﹤0.01% 1467
2024
Q4 		$52.1K Sell
979
-72
-7% -$4.04K ﹤0.01% 1173
2024
Q3 		$66.5K Buy
1,051
+136
+15% +$8.04K ﹤0.01% 940
2024
Q2 		$54K Sell
915
-83
-8% -$4.7K ﹤0.01% 1050
2024
Q1 		$59.2K Buy
998
+1
+0.1% +$60 ﹤0.01% 907
2023
Q4 		$64.4K Buy
997
+736
+282% +$44.1K 0.01% 803
2023
Q3 		$15.7K Buy
261
+24
+10% +$1.5K ﹤0.01% 1219
2023
Q2 		$14.7K Buy
237
+198
+508% +$11.9K ﹤0.01% 1271
2023
Q1 		$2.34K Sell
39
-637
-94% -$41.2K ﹤0.01% 1891
2022
Q4 		$43.8K Buy
676
+315
+87% +$20.3K 0.01% 810
2022
Q3 		$22K Buy
361
+8
+2% +$518 0.01% 876
2022
Q2 		$23K Hold
353
– – 0.01% 797
2022
Q1 		$28K Hold
353
– – 0.01% 592
2021
Q4 		$27K Buy
+353
New +$25.7K 0.01% 572

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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

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

EverSource Wealth Advisors increased its Toronto Dominion Bank (TD) stake by 68% in Q1 2026, buying an estimated $77.8K and bringing the position to 2,026 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #1086.

EverSource Wealth Advisors first reported a position in TD in Q4 2021 and has held it in 18 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • EverSource Wealth Advisors held 2,026 shares of Toronto Dominion Bank worth $189K as of Q1 2026.
  • EverSource Wealth Advisors bought 818 Toronto Dominion Bank shares in Q1 2026, an estimated $77.8K.
  • Toronto Dominion Bank made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1086 holding.
  • EverSource Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 18 quarters since.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

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