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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Kestra Advisory Services's TD Position: Q2 2026 in Review

Kestra Advisory Services increased its Toronto Dominion Bank (TD) stake by 15% in Q2 2026, buying an estimated $353K and bringing the position to 24,639 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #1121.

Kestra Advisory Services first reported a position in TD in Q3 2020 and has held it in 24 quarters since. 901 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Kestra Advisory Services held 24,639 shares of Toronto Dominion Bank worth $2.99M as of Q2 2026.
Kestra Advisory Services bought 3,223 Toronto Dominion Bank shares in Q2 2026, an estimated $353K.
Toronto Dominion Bank made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1121 holding.
Kestra Advisory Services first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 24 quarters since.
901 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.