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Holos Integrated Wealth’s Toronto Dominion Bank TD Stock Holding History

Holos Integrated Wealth’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 		$6.44K Hold
53
– – ﹤0.01% 292
2026
Q1 		$5.14K Hold
53
– – ﹤0.01% 296
2025
Q4 		$5.01K Hold
53
– – ﹤0.01% 240
2025
Q3 		$4.15K Hold
53
– – ﹤0.01% 240
2025
Q2 		$3.88K Hold
53
– – ﹤0.01% 245
2025
Q1 		$3.18K Hold
53
– – ﹤0.01% 257
2024
Q4 		$2.82K Buy
+53
New +$2.97K ﹤0.01% 265

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Holos Integrated Wealth's TD Position: Q2 2026 in Review

Holos Integrated Wealth held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 53 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Holos Integrated Wealth first reported a position in TD in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Holos Integrated Wealth held 53 shares of Toronto Dominion Bank worth $6.44K as of Q2 2026.
  • Holos Integrated Wealth left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #292 holding.
  • Holos Integrated Wealth first reported a position in Toronto Dominion Bank in Q4 2024 and has held it in 7 quarters since.
  • 252 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.