Jacobi Capital Management’s Toronto Dominion Bank TD Stock Holding History

Jacobi Capital Management’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 Q1	$264K	Sell	2,831 -18	-0.6%	-$1.71K	0.01%	558
2025 Q4	$268K	Sell	2,849 -132	-4%	-$11.1K	0.02%	552
2025 Q3	$238K	Sell	2,981 -200	-6%	-$15K	0.01%	556
2025 Q2	$234K	Sell	3,181 -278	-8%	-$18.1K	0.02%	551
2025 Q1	$207K	Sell	3,459 -330	-9%	-$19.2K	0.02%	550
2024 Q4	$202K	Buy	3,789 +35	+0.9%	+$1.96K	0.02%	554
2024 Q3	$237K	Sell	3,754 -456	-11%	-$27K	0.02%	520
2024 Q2	$231K	Sell	4,210 -790	-16%	-$44.7K	0.02%	470
2024 Q1	$302K	Buy	5,000 +132	+3%	+$7.97K	0.03%	396
2023 Q4	$315K	Sell	4,868 -95	-2%	-$5.7K	0.03%	365
2023 Q3	$299K	Buy	4,963 +23	+0.5%	+$1.43K	0.03%	351
2023 Q2	$306K	Sell	4,940 -293	-6%	-$17.6K	0.03%	350
2023 Q1	$313K	Buy	5,233 +22	+0.4%	+$1.42K	0.04%	339
2022 Q4	$337K	Buy	5,211 +21	+0.4%	+$1.36K	0.04%	324
2022 Q3	$318K	Buy	5,190 +22	+0.4%	+$1.42K	0.04%	320
2022 Q2	$339K	Sell	5,168 -511	-9%	-$37.1K	0.05%	319
2022 Q1	$451K	Buy	5,679 +35	+0.6%	+$2.82K	0.05%	285
2021 Q4	$433K	Sell	5,644 -4	-0.1%	-$292	0.05%	299
2021 Q3	$374K	Buy	5,648 +19	+0.3%	+$1.27K	0.05%	302
2021 Q2	$394K	Sell	5,629 -37	-0.7%	-$2.59K	0.05%	275
2021 Q1	$369K	Sell	5,666 -1,368	-19%	-$83.5K	0.05%	260
2020 Q4	$397K	Sell	7,034 -73	-1%	-$3.7K	0.06%	239
2020 Q3	$329K	Sell	7,107 -287	-4%	-$13.4K	0.06%	234
2020 Q2	$330K	Buy	7,394 +147	+2%	+$6.26K	0.06%	236
2020 Q1	$307K	Buy	7,247 +995	+16%	+$51K	0.07%	209
2019 Q4	$351K	Buy	6,252 +70	+1%	+$3.97K	0.06%	229
2019 Q3	$360K	Buy	6,182 +6	+0.1%	+$341	0.07%	217
2019 Q2	$360K	Buy	6,176 +130	+2%	+$7.31K	0.07%	218
2019 Q1	$328K	Buy	6,046 +75	+1%	+$4.15K	0.08%	171
2018 Q4	$297K	Sell	5,971 -430	-7%	-$23.5K	0.08%	173
2018 Q3	$389K	Sell	6,401 -85	-1%	-$5.06K	0.1%	125
2018 Q2	$375K	Buy	6,486 +1,931	+42%	+$110K	0.11%	120
2018 Q1	$256K	Buy	4,555 +3,994	+712%	+$234K	0.08%	148
2017 Q4	$34K	Buy	561 +1	+0.2%	+$57	0.01%	450
2017 Q3	$31K	Buy	560 +101	+22%	+$5.3K	0.01%	432
2017 Q2	$23K	Buy	459 +209	+84%	+$10.1K	0.01%	428
2017 Q1	$12K	Buy	+250	New	+$12.8K	0.01%	443
2016 Q4	–	Sell	-250	Closed	-$11K	–	694
2016 Q3	$11K	Hold	250	–	–	0.01%	463
2016 Q2	$11K	Buy	+250	New	+$10.9K	0.01%	444

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Jacobi Capital Management's TD Position: Q1 2026 in Review

Jacobi Capital Management reduced its Toronto Dominion Bank (TD) stake by 0.63% in Q1 2026, selling an estimated $1.71K and leaving 2,831 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #558.

Jacobi Capital Management first reported a position in TD in Q2 2016 and has held it in 39 quarters since. The position peaked at $451K in Q1 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Jacobi Capital Management held 2,831 shares of Toronto Dominion Bank worth $264K as of Q1 2026.
Jacobi Capital Management sold 18 Toronto Dominion Bank shares in Q1 2026, an estimated $1.71K.
Toronto Dominion Bank made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #558 holding.
Jacobi Capital Management first reported a position in Toronto Dominion Bank in Q2 2016 and has held it in 39 quarters since.
Jacobi Capital Management's Toronto Dominion Bank position peaked at $451K in Q1 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.