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Kelleher Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Kelleher Financial 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
Q1 		$212K Sell
2,885
-103
-3% -$9.8K 0.05% 193
2025
Q4 		$281K Buy
2,988
+6
+0.2% +$507 0.06% 173
2025
Q3 		$238K Buy
2,982
+97
+3% +$7.28K 0.06% 167
2025
Q2 		$212K Buy
+2,885
New +$188K 0.07% 129
2024
Q4 		– Sell
-3,363
Closed -$213K – 122
2024
Q3 		$213K Buy
+3,363
New +$199K 0.08% 109
2024
Q2 		– Sell
-3,343
Closed -$202K – 129
2024
Q1 		$202K Buy
3,343
+10
+0.3% +$604 0.08% 119
2023
Q4 		$215K Sell
3,333
-2,119
-39% -$127K 0.1% 94
2023
Q3 		$329K Buy
5,452
+9
+0.2% +$561 0.17% 75
2023
Q2 		$338K Buy
+5,443
New +$327K 0.19% 79
2023
Q1 		– Sell
-3,298
Closed -$214K – 117
2022
Q4 		$214K Sell
3,298
-2,120
-39% -$137K 0.16% 85
2022
Q3 		$332K Buy
5,418
+1,606
+42% +$104K 0.24% 75
2022
Q2 		$250K Buy
3,812
+12
+0.3% +$871 0.11% 115
2022
Q1 		$301K Buy
3,800
+11
+0.3% +$886 0.17% 95
2021
Q4 		$290K Sell
3,789
-16
-0.4% -$1.17K 0.15% 99
2021
Q3 		$251K Buy
3,805
+12
+0.3% +$800 0.11% 130
2021
Q2 		$265K Buy
3,793
+11
+0.3% +$770 0.15% 100
2021
Q1 		$246K Buy
3,782
+234
+7% +$14.3K 0.16% 97
2020
Q4 		$200K Sell
3,548
-1,413
-28% -$71.6K 0.15% 96
2020
Q3 		$229K Buy
4,961
+13
+0.3% +$605 0.19% 84
2020
Q2 		$220K Buy
4,948
+14
+0.3% +$596 0.21% 85
2020
Q1 		$209K Buy
+4,934
New +$253K 0.25% 78
2019
Q4 		– Sell
-3,487
Closed -$203K – 104
2019
Q3 		$203K Buy
3,487
+9
+0.3% +$512 0.25% 83
2019
Q2 		$202K Buy
+3,478
New +$196K 0.25% 81
2018
Q4 		– Sell
-3,537
Closed -$215K – 90
2018
Q3 		$215K Buy
+3,537
New +$211K 0.28% 81

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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

Kelleher Financial Advisors's TD Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Toronto Dominion Bank (TD) stake by 3.4% in Q1 2026, selling an estimated $9.8K and leaving 2,885 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #193.

Kelleher Financial Advisors first reported a position in TD in Q3 2018 and has held it in 24 quarters since. The position peaked at $338K in Q2 2023. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Kelleher Financial Advisors held 2,885 shares of Toronto Dominion Bank worth $212K as of Q1 2026.
  • Kelleher Financial Advisors sold 103 Toronto Dominion Bank shares in Q1 2026, an estimated $9.8K.
  • Toronto Dominion Bank made up 0.05% of Kelleher Financial Advisors's portfolio in Q1 2026, its #193 holding.
  • Kelleher Financial Advisors first reported a position in Toronto Dominion Bank in Q3 2018 and has held it in 24 quarters since.
  • Kelleher Financial Advisors's Toronto Dominion Bank position peaked at $338K in Q2 2023.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.