Glass Jacobson Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-50	Closed	-$2.66K	–	825
2025 Q1	$2.66K	Hold	50	–	–	﹤0.01%	723
2024 Q4	$2.66K	Hold	50	–	–	﹤0.01%	723
2024 Q3	$3.16K	Hold	50	–	–	﹤0.01%	661
2024 Q2	$2.75K	Hold	50	–	–	﹤0.01%	657
2024 Q1	$3.02K	Hold	50	–	–	﹤0.01%	650
2023 Q4	$3.23K	Hold	50	–	–	﹤0.01%	619
2023 Q3	$3.01K	Hold	50	–	–	﹤0.01%	600
2023 Q2	$3.1K	Buy	+50	New	+$3.01K	﹤0.01%	606
2022 Q4	$3.24K	Buy	+50	New	+$3.23K	﹤0.01%	627

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Glass Jacobson Investment Advisors's TD Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Toronto Dominion Bank (TD) in Q2 2025, closing a stake of 50 shares — an estimated $2.66K sold.

Glass Jacobson Investment Advisors first reported a position in TD in Q4 2022 and held it in 9 quarters. The position peaked at $3.24K in Q4 2022. 682 funds tracked by Wall St. Rank hold TD as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Toronto Dominion Bank position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 50 Toronto Dominion Bank shares in Q2 2025, an estimated $2.66K.
Glass Jacobson Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Toronto Dominion Bank position peaked at $3.24K in Q4 2022.
682 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.