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Great Valley Advisor Group’s Toronto Dominion Bank TD Stock Holding History

Great Valley Advisor Group’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 		$449K Sell
4,809
-328
-6% -$31.2K 0.01% 713
2025
Q4 		$484K Sell
5,137
-4
-0.1% -$338 0.01% 636
2025
Q3 		$411K Buy
5,141
+212
+4% +$15.9K 0.01% 677
2025
Q2 		$362K Hold
4,929
– – 0.01% 692
2025
Q1 		$296K Sell
4,929
-244
-5% -$14.2K 0.01% 729
2024
Q4 		$276K Buy
5,173
+1
+0% +$56 0.01% 715
2024
Q3 		$327K Sell
5,172
-440
-8% -$26K 0.01% 668
2024
Q2 		$309K Sell
5,612
-70
-1% -$3.96K 0.01% 637
2024
Q1 		$343K Buy
5,682
+391
+7% +$23.6K 0.01% 569
2023
Q4 		$342K Sell
5,291
-15,964
-75% -$957K 0.01% 545
2023
Q3 		$1.28M Buy
21,255
+1,248
+6% +$77.8K 0.05% 279
2023
Q2 		$1.24M Buy
20,007
+2,791
+16% +$168K 0.05% 288
2023
Q1 		$1.03M Buy
17,216
+11,419
+197% +$738K 0.05% 303
2022
Q4 		$376K Sell
5,797
-50
-0.9% -$3.23K 0.02% 494
2022
Q3 		$358K Buy
5,847
+118
+2% +$7.64K 0.02% 492
2022
Q2 		$375K Buy
5,729
+4
+0.1% +$290 0.02% 497
2022
Q1 		$452K Buy
5,725
+4
+0.1% +$322 0.03% 410
2021
Q4 		$428K Sell
5,721
-68
-1% -$4.96K 0.03% 415
2021
Q3 		$383K Buy
5,789
+4
+0.1% +$267 0.03% 418
2021
Q2 		$401K Buy
5,785
+76
+1% +$5.32K 0.03% 395
2021
Q1 		$372K Sell
5,709
-398
-7% -$24.3K 0.04% 358
2020
Q4 		$344K Sell
6,107
-244
-4% -$12.4K 0.04% 346
2020
Q3 		$294K Buy
6,351
+140
+2% +$6.52K 0.04% 333
2020
Q2 		$277K Buy
6,211
+896
+17% +$38.1K 0.05% 325
2020
Q1 		$225K Sell
5,315
-402
-7% -$20.6K 0.06% 275
2019
Q4 		$321K Buy
5,717
+402
+8% +$22.8K 0.07% 271
2019
Q3 		$310K Hold
5,315
– – 0.07% 259
2019
Q2 		$310K Sell
5,315
-332
-6% -$18.7K 0.08% 251
2019
Q1 		$307K Hold
5,647
– – 0.1% 220
2018
Q4 		$281K Buy
+5,647
New +$309K 0.11% 178

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Great Valley Advisor Group's TD Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Toronto Dominion Bank (TD) stake by 6.4% in Q1 2026, selling an estimated $31.2K and leaving 4,809 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #713.

Great Valley Advisor Group first reported a position in TD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.28M in Q3 2023. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Great Valley Advisor Group held 4,809 shares of Toronto Dominion Bank worth $449K as of Q1 2026.
  • Great Valley Advisor Group sold 328 Toronto Dominion Bank shares in Q1 2026, an estimated $31.2K.
  • Toronto Dominion Bank made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #713 holding.
  • Great Valley Advisor Group first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Toronto Dominion Bank position peaked at $1.28M in Q3 2023.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.