Independence Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Independence Financial Advisors’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	$491K	Hold	4,046	–	–	0.13%	42
2026 Q1	$378K	Hold	4,046	–	–	0.11%	41
2025 Q4	$381K	Hold	4,046	–	–	0.1%	45
2025 Q3	$323K	Hold	4,046	–	–	0.1%	44
2025 Q2	$297K	Hold	4,046	–	–	0.12%	47
2025 Q1	$243K	Buy	+4,046	New	+$236K	0.09%	46

Other funds holding TD

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

Independence Financial Advisors's TD Position: Q2 2026 in Review

Independence Financial Advisors held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 4,046 shares worth $491K. The position accounts for 0.13% of the portfolio, ranked #42.

Independence Financial Advisors first reported a position in TD in Q1 2025 and has held it in 6 quarters since. 896 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Independence Financial Advisors held 4,046 shares of Toronto Dominion Bank worth $491K as of Q2 2026.
Independence Financial Advisors left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.13% of Independence Financial Advisors's portfolio in Q2 2026, its #42 holding.
Independence Financial Advisors first reported a position in Toronto Dominion Bank in Q1 2025 and has held it in 6 quarters since.
896 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.