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Evolve Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Evolve Private Wealth’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 		$239K Sell
1,972
-1,561
-44% -$171K 0.01% 853
2026
Q1 		$330K Sell
3,533
-192
-5% -$18.3K 0.02% 742
2025
Q4 		$351K Buy
+3,725
New +$315K 0.02% 669

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

Evolve Private Wealth's TD Position: Q2 2026 in Review

Evolve Private Wealth reduced its Toronto Dominion Bank (TD) stake by 44% in Q2 2026, selling an estimated $171K and leaving 1,972 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #853.

Evolve Private Wealth first reported a position in TD in Q4 2025 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Evolve Private Wealth held 1,972 shares of Toronto Dominion Bank worth $239K as of Q2 2026.
  • Evolve Private Wealth sold 1,561 Toronto Dominion Bank shares in Q2 2026, an estimated $171K.
  • Toronto Dominion Bank made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #853 holding.
  • Evolve Private Wealth first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Toronto Dominion Bank position peaked at $351K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

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