Forum Financial Management’s Toronto Dominion Bank TD Stock Holding History

Forum Financial 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	–	Sell	-13,483	Closed	-$1.27M	–	910
2025 Q4	$1.27M	Hold	13,483	–	–	0.02%	199
2025 Q3	$1.08M	Hold	13,483	–	–	0.01%	222
2025 Q2	$990K	Hold	13,483	–	–	0.02%	216
2025 Q1	$808K	Sell	13,483 -5,228	-28%	-$304K	0.01%	241
2024 Q4	$996K	Buy	18,711 +7,313	+64%	+$410K	0.02%	211
2024 Q3	$721K	Buy	11,398 +20	+0.2%	+$1.18K	0.01%	239
2024 Q2	$625K	Hold	11,378	–	–	0.01%	250
2024 Q1	$687K	Hold	11,378	–	–	0.01%	252
2023 Q4	$735K	Sell	11,378 -472	-4%	-$28.3K	0.01%	207
2023 Q3	$714K	Sell	11,850 -750	-6%	-$46.8K	0.02%	210
2023 Q2	$781K	Buy	12,600 +750	+6%	+$45.1K	0.02%	192
2023 Q1	$710K	Sell	11,850 -2	-0%	-$129	0.02%	190
2022 Q4	$768K	Buy	11,852 +2	+0%	+$129	0.03%	179
2022 Q3	$727K	Sell	11,850 -400	-3%	-$25.9K	0.04%	156
2022 Q2	$803K	Buy	12,250 +400	+3%	+$29K	0.04%	144
2022 Q1	$941K	Hold	11,850	–	–	0.05%	132
2021 Q4	$909K	Buy	+11,850	New	+$864K	0.05%	141

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Forum Financial Management's TD Position: Q1 2026 in Review

Forum Financial Management sold out of Toronto Dominion Bank (TD) in Q1 2026, closing a stake of 13,483 shares — an estimated $1.27M sold.

Forum Financial Management first reported a position in TD in Q4 2021 and held it in 17 quarters. The position peaked at $1.27M in Q4 2025. 841 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Forum Financial Management reported no remaining Toronto Dominion Bank position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 13,483 Toronto Dominion Bank shares in Q1 2026, an estimated $1.27M.
Forum Financial Management first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Toronto Dominion Bank position peaked at $1.27M in Q4 2025.
841 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.