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HB Wealth Management’s Toronto Dominion Bank TD Stock Holding History

HB Wealth 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
Q2 		$734K Buy
6,042
+528
+10% +$57.8K ﹤0.01% 909
2026
Q1 		$515K Buy
5,514
+891
+19% +$84.7K ﹤0.01% 966
2025
Q4 		$435K Buy
4,623
+1,465
+46% +$124K ﹤0.01% 965
2025
Q3 		$252K Buy
+3,158
New +$237K ﹤0.01% 1157
2023
Q1 		– Sell
-3,193
Closed -$207K – 741
2022
Q4 		$207K Buy
+3,193
New +$206K ﹤0.01% 637

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

HB Wealth Management's TD Position: Q2 2026 in Review

HB Wealth Management increased its Toronto Dominion Bank (TD) stake by 9.6% in Q2 2026, buying an estimated $57.8K and bringing the position to 6,042 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

HB Wealth Management first reported a position in TD in Q4 2022 and has held it in 5 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • HB Wealth Management held 6,042 shares of Toronto Dominion Bank worth $734K as of Q2 2026.
  • HB Wealth Management bought 528 Toronto Dominion Bank shares in Q2 2026, an estimated $57.8K.
  • Toronto Dominion Bank made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #909 holding.
  • HB Wealth Management first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 5 quarters since.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.