Kestra Advisory Services
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Kestra Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Kestra Advisory Services’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
Q3 		$3.15M Buy
26,809
+2,170
+9% +$262K 0.01% 1160
2026
Q2 		$2.99M Buy
24,639
+3,223
+15% +$353K 0.01% 1121
2026
Q1 		$2M Buy
21,416
+1,852
+9% +$176K 0.01% 1304
2025
Q4 		$1.84M Buy
19,564
+1,048
+6% +$88.5K 0.01% 1264
2025
Q3 		$1.48M Buy
18,516
+5,832
+46% +$438K 0.01% 1333
2025
Q2 		$932K Sell
12,684
-128
-1% -$8.35K ﹤0.01% 1526
2025
Q1 		$768K Buy
12,812
+94
+0.7% +$5.47K ﹤0.01% 1552
2024
Q4 		$677K Buy
12,718
+756
+6% +$42.4K ﹤0.01% 1658
2024
Q3 		$757K Sell
11,962
-1,813
-13% -$107K ﹤0.01% 1506
2024
Q2 		$681K Buy
13,775
+1,130
+9% +$64K ﹤0.01% 1574
2024
Q1 		$763K Buy
12,645
+116
+0.9% +$7.01K 0.01% 1408
2023
Q4 		$810K Sell
12,529
-564
-4% -$33.8K 0.01% 1235
2023
Q3 		$789K Sell
13,093
-6,367
-33% -$397K 0.01% 1115
2023
Q2 		$1.21M Buy
19,460
+94
+0.5% +$5.66K 0.01% 896
2023
Q1 		$1.16M Sell
19,366
-12,947
-40% -$837K 0.01% 870
2022
Q4 		$2.09M Buy
32,313
+3,563
+12% +$230K 0.02% 726
2022
Q3 		$1.76M Buy
28,750
+4,287
+18% +$278K 0.02% 722
2022
Q2 		$1.6M Buy
24,463
+5,715
+30% +$415K 0.02% 761
2022
Q1 		$1.49M Sell
18,748
-2,217
-11% -$179K 0.02% 786
2021
Q4 		$1.61M Buy
20,965
+172
+0.8% +$12.5K 0.02% 772
2021
Q3 		$1.38M Buy
20,793
+1,595
+8% +$106K 0.01% 854
2021
Q2 		$1.34M Sell
19,198
-477
-2% -$33.4K 0.02% 801
2021
Q1 		$1.28M Sell
19,675
-5,792
-23% -$354K 0.02% 771
2020
Q4 		$1.44M Buy
25,467
+5,555
+28% +$282K 0.02% 712
2020
Q3 		$921K Buy
+19,912
New +$927K 0.02% 645

Other funds holding TD

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Kestra Advisory Services's TD Position: Q3 2026 in Review

Kestra Advisory Services increased its Toronto Dominion Bank (TD) stake by 8.8% in Q3 2026, buying an estimated $262K and bringing the position to 26,809 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1160.

Kestra Advisory Services first reported a position in TD in Q3 2020 and has held it in 25 quarters since. 437 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Kestra Advisory Services held 26,809 shares of Toronto Dominion Bank worth $3.15M as of Q3 2026.
  • Kestra Advisory Services bought 2,170 Toronto Dominion Bank shares in Q3 2026, an estimated $262K.
  • Toronto Dominion Bank made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1160 holding.
  • Kestra Advisory Services first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 25 quarters since.
  • 437 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.