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Independent Advisor Alliance’s Toronto Dominion Bank TD Stock Holding History

Independent Advisor Alliance’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 		$472K Sell
3,888
-672
-15% -$73.5K 0.01% 685
2026
Q1 		$426K Sell
4,560
-600
-12% -$57.1K ﹤0.01% 1180
2025
Q4 		$486K Buy
5,160
+1,910
+59% +$161K 0.01% 657
2025
Q3 		$260K Sell
3,250
-29
-0.9% -$2.18K 0.01% 809
2025
Q2 		$241K Buy
+3,279
New +$214K 0.01% 783
2024
Q4 		– Sell
-3,452
Closed -$218K – 1376
2024
Q3 		$218K Sell
3,452
-898
-21% -$53.1K 0.01% 643
2024
Q2 		$239K Sell
4,350
-583
-12% -$33K 0.01% 630
2024
Q1 		$298K Sell
4,933
-2,211
-31% -$134K 0.01% 571
2023
Q4 		$462K Sell
7,144
-4,882
-41% -$293K 0.02% 454
2023
Q3 		$725K Sell
12,026
-5,757
-32% -$359K 0.03% 347
2023
Q2 		$1.1M Sell
17,783
-21,604
-55% -$1.3M 0.05% 290
2023
Q1 		$2.36M Sell
39,387
-50,322
-56% -$3.25M 0.11% 170
2022
Q4 		$5.81K Buy
89,709
+51,095
+132% +$3.3M ﹤0.01% 187
2022
Q3 		$2.37M Buy
38,614
+732
+2% +$47.4K 0.14% 143
2022
Q2 		$2.48M Buy
37,882
+28
+0.1% +$2.03K 0.14% 135
2022
Q1 		$3.01M Buy
+37,854
New +$3.05M 0.14% 128
2019
Q4 		– Sell
-3,487
Closed -$203K – 902
2019
Q3 		$203K Sell
3,487
-732
-17% -$41.6K 0.02% 419
2019
Q2 		$246K Sell
4,219
-89
-2% -$5.01K 0.04% 336
2019
Q1 		$234K Sell
4,308
-5,754
-57% -$318K 0.03% 365
2018
Q4 		$500K Sell
10,062
-7,683
-43% -$421K 0.09% 196
2018
Q3 		$807K Sell
17,745
-212
-1% -$12.6K 0.15% 152
2018
Q2 		$766K Buy
17,957
+4,722
+36% +$270K 0.16% 149
2018
Q1 		$744K Sell
13,235
-213
-2% -$12.5K 0.17% 146
2017
Q4 		$810K Buy
13,448
+841
+7% +$48K 0.18% 134
2017
Q3 		$706K Buy
12,607
+65
+0.5% +$3.41K 0.19% 125
2017
Q2 		$636K Buy
12,542
+372
+3% +$17.9K 0.2% 119
2017
Q1 		$606K Buy
12,170
+3,124
+35% +$160K 0.1% 211
2016
Q4 		$458K Buy
+9,046
New +$423K 0.2% 115

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

Independent Advisor Alliance's TD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Toronto Dominion Bank (TD) stake by 15% in Q2 2026, selling an estimated $73.5K and leaving 3,888 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #685.

Independent Advisor Alliance first reported a position in TD in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.01M in Q1 2022. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Independent Advisor Alliance held 3,888 shares of Toronto Dominion Bank worth $472K as of Q2 2026.
  • Independent Advisor Alliance sold 672 Toronto Dominion Bank shares in Q2 2026, an estimated $73.5K.
  • Toronto Dominion Bank made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #685 holding.
  • Independent Advisor Alliance first reported a position in Toronto Dominion Bank in Q4 2016 and has held it in 28 quarters since.
  • Independent Advisor Alliance's Toronto Dominion Bank position peaked at $3.01M in Q1 2022.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.