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JFS Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

JFS Wealth 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 		$415K Buy
3,417
+15
+0.4% +$1.64K 0.02% 250
2026
Q1 		$317K Hold
3,402
– – 0.02% 271
2025
Q4 		$320K Hold
3,402
– – 0.02% 266
2025
Q3 		$272K Hold
3,402
– – 0.02% 291
2025
Q2 		$250K Sell
3,402
-19
-0.6% -$1.24K 0.02% 279
2025
Q1 		$205K Buy
3,421
+194
+6% +$11.3K 0.01% 303
2024
Q4 		$172K Sell
3,227
-767
-19% -$43K 0.01% 306
2024
Q3 		$253K Buy
3,994
+57
+1% +$3.37K 0.02% 265
2024
Q2 		$216K Buy
3,937
+81
+2% +$4.59K 0.02% 237
2024
Q1 		$233K Sell
3,856
-26
-0.7% -$1.57K 0.02% 232
2023
Q4 		$251K Sell
3,882
-96
-2% -$5.76K 0.02% 208
2023
Q3 		$240K Buy
3,978
+244
+7% +$15.2K 0.02% 205
2023
Q2 		$232K Sell
3,734
-204
-5% -$12.3K 0.02% 202
2023
Q1 		$236K Sell
3,938
-26
-0.7% -$1.68K 0.02% 201
2022
Q4 		$257K Sell
3,964
-154
-4% -$9.95K 0.03% 195
2022
Q3 		$253K Buy
4,118
+380
+10% +$24.6K 0.03% 193
2022
Q2 		$245K Sell
3,738
-310
-8% -$22.5K 0.03% 190
2022
Q1 		$321K Buy
4,048
+359
+10% +$28.9K 0.03% 187
2021
Q4 		$283K Buy
3,689
+107
+3% +$7.8K 0.03% 199
2021
Q3 		$237K Buy
+3,582
New +$239K 0.02% 202
2017
Q2 		– Sell
-421
Closed -$21K – 444
2017
Q1 		$21K Hold
421
– – 0.01% 300
2016
Q4 		$21K Hold
421
– – 0.01% 300
2016
Q3 		$19K Hold
421
– – 0.01% 332
2016
Q2 		$18K Hold
421
– – 0.01% 339
2016
Q1 		$18K Sell
421
-421
-50% -$16.2K 0.01% 331
2015
Q4 		$33K Buy
+842
New +$34.1K 0.01% 279
2014
Q3 		– Sell
-409
Closed -$21K – 498
2014
Q2 		$21K Buy
+409
New +$19.9K ﹤0.01% 258

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

JFS Wealth Advisors's TD Position: Q2 2026 in Review

JFS Wealth Advisors increased its Toronto Dominion Bank (TD) stake by 0.44% in Q2 2026, buying an estimated $1.64K and bringing the position to 3,417 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #250.

JFS Wealth Advisors first reported a position in TD in Q2 2014 and has held it in 27 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • JFS Wealth Advisors held 3,417 shares of Toronto Dominion Bank worth $415K as of Q2 2026.
  • JFS Wealth Advisors bought 15 Toronto Dominion Bank shares in Q2 2026, an estimated $1.64K.
  • Toronto Dominion Bank made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #250 holding.
  • JFS Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2014 and has held it in 27 quarters since.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.