J.W. Burns & Co’s Toronto Dominion Bank TD Stock Holding History

J.W. Burns & Co’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	$405K	Sell	3,331 -237	-7%	-$25.9K	0.04%	147
2026 Q1	$333K	Hold	3,568	–	–	0.04%	153
2025 Q4	$336K	Sell	3,568 -50	-1%	-$4.22K	0.04%	151
2025 Q3	$289K	Hold	3,618	–	–	0.03%	161
2025 Q2	$266K	Sell	3,618 -27	-0.7%	-$1.76K	0.03%	167
2025 Q1	$218K	Sell	3,645 -190	-5%	-$11.1K	0.03%	174
2024 Q4	$204K	Sell	3,835 -175	-4%	-$9.82K	0.03%	184
2024 Q3	$254K	Hold	4,010	–	–	0.03%	171
2024 Q2	$220K	Hold	4,010	–	–	0.03%	174
2024 Q1	$242K	Hold	4,010	–	–	0.03%	174
2023 Q4	$259K	Sell	4,010 -525	-12%	-$31.5K	0.04%	166
2023 Q3	$273K	Hold	4,535	–	–	0.04%	161
2023 Q2	$281K	Hold	4,535	–	–	0.05%	149
2023 Q1	$272K	Hold	4,535	–	–	0.05%	156
2022 Q4	$294K	Sell	4,535 -100	-2%	-$6.46K	0.05%	151
2022 Q3	$284K	Sell	4,635 -23	-0.5%	-$1.49K	0.06%	145
2022 Q2	$306K	Hold	4,658	–	–	0.06%	142
2022 Q1	$370K	Hold	4,658	–	–	0.06%	137
2021 Q4	$357K	Sell	4,658 -26	-0.6%	-$1.9K	0.05%	145
2021 Q3	$310K	Sell	4,684 -461	-9%	-$30.7K	0.05%	153
2021 Q2	$360K	Sell	5,145 -96	-2%	-$6.72K	0.06%	149
2021 Q1	$342K	Sell	5,241 -18	-0.3%	-$1.1K	0.06%	149
2020 Q4	$297K	Buy	5,259 +20	+0.4%	+$1.01K	0.05%	147
2020 Q3	$242K	Buy	5,239 +113	+2%	+$5.26K	0.05%	148
2020 Q2	$229K	Buy	5,126 +21	+0.4%	+$894	0.05%	142
2020 Q1	$216K	Buy	5,105 +16	+0.3%	+$821	0.06%	135
2019 Q4	$286K	Sell	5,089 -85	-2%	-$4.82K	0.06%	142
2019 Q3	$301K	Buy	5,174 +14	+0.3%	+$796	0.07%	136
2019 Q2	$301K	Buy	5,160 +14	+0.3%	+$787	0.07%	140
2019 Q1	$280K	Sell	5,146 -186	-3%	-$10.3K	0.07%	140
2018 Q4	$265K	Sell	5,332 -387	-7%	-$21.2K	0.07%	135
2018 Q3	$348K	Buy	5,719 +12	+0.2%	+$715	0.08%	133
2018 Q2	$330K	Buy	5,707 +104	+2%	+$5.95K	0.08%	134
2018 Q1	$319K	Buy	5,603 +11	+0.2%	+$644	0.08%	133
2017 Q4	$328K	Buy	5,592 +12	+0.2%	+$686	0.08%	133
2017 Q3	$314K	Buy	5,580 +13	+0.2%	+$683	0.08%	138
2017 Q2	$280K	Sell	5,567 -87	-2%	-$4.2K	0.08%	142
2017 Q1	$283K	Buy	5,654 +12	+0.2%	+$613	0.08%	140
2016 Q4	$278K	Buy	5,642 +12	+0.2%	+$561	0.08%	138
2016 Q3	$250K	Buy	5,630 +13	+0.2%	+$570	0.08%	139
2016 Q2	$241K	Sell	5,617 -586	-9%	-$25.5K	0.07%	140
2016 Q1	$268K	Buy	6,203 +13	+0.2%	+$502	0.09%	136
2015 Q4	$242K	Sell	6,190 -106	-2%	-$4.29K	0.08%	137
2015 Q3	$248K	Buy	6,296 +1,170	+23%	+$46.6K	0.08%	134
2015 Q2	$218K	Buy	5,126 +12	+0.2%	+$537	0.07%	148
2015 Q1	$219K	Buy	+5,114	New	+$220K	0.07%	148

Other funds holding TD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 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

PensionDanmark Copenhagen O, Denmark $12B AUM

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

J.W. Burns & Co's TD Position: Q2 2026 in Review

J.W. Burns & Co reduced its Toronto Dominion Bank (TD) stake by 6.6% in Q2 2026, selling an estimated $25.9K and leaving 3,331 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #147.

J.W. Burns & Co first reported a position in TD in Q1 2015 and has held it in 46 quarters since. 141 funds tracked by Wall St. Rank hold TD as of Q2 2026.

J.W. Burns & Co held 3,331 shares of Toronto Dominion Bank worth $405K as of Q2 2026.
J.W. Burns & Co sold 237 Toronto Dominion Bank shares in Q2 2026, an estimated $25.9K.
Toronto Dominion Bank made up 0.04% of J.W. Burns & Co's portfolio in Q2 2026, its #147 holding.
J.W. Burns & Co first reported a position in Toronto Dominion Bank in Q1 2015 and has held it in 46 quarters since.
141 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.