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HBK Sorce Advisory’s Toronto Dominion Bank TD Stock Holding History

HBK Sorce 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 		$368K Hold
3,037
– – 0.01% 457
2026
Q1 		$326K Buy
3,037
+135
+5% +$12.8K 0.01% 475
2025
Q4 		$281K Sell
2,902
-17
-0.6% -$1.44K 0.01% 496
2025
Q3 		$235K Buy
2,919
+107
+4% +$8.03K 0.01% 532
2025
Q2 		$207K Buy
+2,812
New +$184K 0.01% 547
2024
Q4 		– Sell
-3,468
Closed -$219K – 606
2024
Q3 		$219K Buy
+3,468
New +$205K 0.01% 522
2024
Q2 		– Sell
-3,533
Closed -$213K – 614
2024
Q1 		$213K Buy
3,533
+33
+0.9% +$1.99K 0.01% 540
2023
Q4 		$226K Sell
3,500
-240
-6% -$14.4K 0.01% 490
2023
Q3 		$225K Buy
3,740
+72
+2% +$4.49K 0.01% 494
2023
Q2 		$227K Sell
3,668
-54
-1% -$3.25K 0.01% 510
2023
Q1 		$223K Sell
3,722
-3,292
-47% -$213K 0.01% 508
2022
Q4 		$454K Buy
7,014
+3,515
+100% +$227K 0.01% 429
2022
Q3 		$215K Hold
3,499
– – 0.01% 439
2022
Q2 		$229K Hold
3,499
– – 0.02% 393
2022
Q1 		$278K Sell
3,499
-108
-3% -$8.7K 0.02% 416
2021
Q4 		$277K Buy
3,607
+40
+1% +$2.92K 0.01% 467
2021
Q3 		$236K Buy
+3,567
New +$238K 0.01% 512
2018
Q4 		– Sell
-3,807
Closed -$231K – 416
2018
Q3 		$231K Sell
3,807
-180
-5% -$10.7K 0.03% 348
2018
Q2 		$231K Sell
3,987
-218
-5% -$12.5K 0.03% 345
2018
Q1 		$239K Buy
+4,205
New +$246K 0.03% 324

Other funds holding TD

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

HBK Sorce Advisory's TD Position: Q2 2026 in Review

HBK Sorce Advisory held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 3,037 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #457.

HBK Sorce Advisory first reported a position in TD in Q1 2018 and has held it in 20 quarters since. The position peaked at $454K in Q4 2022. 509 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • HBK Sorce Advisory held 3,037 shares of Toronto Dominion Bank worth $368K as of Q2 2026.
  • HBK Sorce Advisory left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #457 holding.
  • HBK Sorce Advisory first reported a position in Toronto Dominion Bank in Q1 2018 and has held it in 20 quarters since.
  • HBK Sorce Advisory's Toronto Dominion Bank position peaked at $454K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.