Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Toronto Dominion Bank TD Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-1,682
Closed -$204K – 1029
2026
Q2 		$204K Buy
+1,682
New +$184K 0.01% 863

Other funds holding TD

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Gladstone Institutional Advisory's TD Position: Q3 2026 in Review

Gladstone Institutional Advisory sold out of Toronto Dominion Bank (TD) in Q3 2026, closing a stake of 1,682 shares — an estimated $204K sold.

Gladstone Institutional Advisory first reported a position in TD in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 781 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Gladstone Institutional Advisory reported no remaining Toronto Dominion Bank position as of Q3 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,682 Toronto Dominion Bank shares in Q3 2026, an estimated $204K.
  • Gladstone Institutional Advisory first reported a position in Toronto Dominion Bank in Q2 2026 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Toronto Dominion Bank position peaked at $204K in Q2 2026.
  • 781 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.