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J.W. Cole Advisors’s Toronto Dominion Bank TD Stock Holding History

J.W. Cole 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 		$685K Buy
+5,643
New +$618K 0.01% 897
2026
Q1 		– Sell
-5,656
Closed -$462K – 1395
2025
Q4 		$462K Buy
5,656
+60
+1% +$5.07K 0.01% 929
2025
Q3 		$447K Sell
5,596
-409
-7% -$30.7K 0.01% 1036
2025
Q2 		$441K Buy
6,005
+762
+15% +$49.7K 0.01% 961
2025
Q1 		$314K Buy
+5,243
New +$305K 0.01% 940
2020
Q4 		– Sell
-5,606
Closed -$259K – 862
2020
Q3 		$259K Buy
+5,606
New +$261K 0.02% 590

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

J.W. Cole Advisors's TD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 5,643 shares worth $685K. The stake represents 0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in TD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in TD in Q3 2020 and has held it in 6 quarters since. 199 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • J.W. Cole Advisors held 5,643 shares of Toronto Dominion Bank worth $685K as of Q2 2026.
  • Toronto Dominion Bank was a new J.W. Cole Advisors position in Q2 2026.
  • Toronto Dominion Bank made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #897 holding.
  • J.W. Cole Advisors first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 6 quarters since.
  • 199 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.