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 Q2	$204K	Buy	+1,682	New	+$184K	0.01%	863

Other funds holding TD

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Gladstone Institutional Advisory's TD Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 1,682 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings.

280 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Gladstone Institutional Advisory held 1,682 shares of Toronto Dominion Bank worth $204K as of Q2 2026.
Toronto Dominion Bank was a new Gladstone Institutional Advisory position in Q2 2026.
Toronto Dominion Bank made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #863 holding.
280 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.