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

HighMark 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
2025 Q4	–	Sell	-19	Closed	-$1.52K	–	656
2025 Q3	$1.52K	Buy	+19	New	+$1.43K	﹤0.01%	505
2024 Q1	–	Sell	-27	Closed	-$1.74K	–	600
2023 Q4	$1.74K	Hold	27	–	–	﹤0.01%	478
2023 Q3	$1.62K	Sell	27 -15	-36%	-$935	﹤0.01%	475
2023 Q2	$2.58K	Buy	42 +1	+2%	+$60	﹤0.01%	432
2023 Q1	$2.48K	Hold	41	–	–	﹤0.01%	481
2022 Q4	$2.67K	Hold	41	–	–	﹤0.01%	404
2022 Q3	$3K	Buy	41 +19	+86%	+$1.23K	﹤0.01%	404
2022 Q2	$1K	Buy	+22	New	+$1.6K	﹤0.01%	492

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HighMark Wealth Management's TD Position: Q4 2025 in Review

HighMark Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2025, closing a stake of 19 shares — an estimated $1.52K sold.

HighMark Wealth Management first reported a position in TD in Q2 2022 and held it in 8 quarters. The position peaked at $3K in Q3 2022. 802 funds tracked by Wall St. Rank hold TD as of Q4 2025.

HighMark Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 19 Toronto Dominion Bank shares in Q4 2025, an estimated $1.52K.
HighMark Wealth Management first reported a position in Toronto Dominion Bank in Q2 2022 and held it in 8 quarters.
HighMark Wealth Management's Toronto Dominion Bank position peaked at $3K in Q3 2022.
802 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.