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 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 $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

Kestra Advisory Services's TD Position: Q1 2026 in Review

Kestra Advisory Services increased its Toronto Dominion Bank (TD) stake by 9.5% in Q1 2026, buying an estimated $176K and bringing the position to 21,416 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1304.

Kestra Advisory Services first reported a position in TD in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.09M in Q4 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Kestra Advisory Services held 21,416 shares of Toronto Dominion Bank worth $2M as of Q1 2026.
Kestra Advisory Services bought 1,852 Toronto Dominion Bank shares in Q1 2026, an estimated $176K.
Toronto Dominion Bank made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1304 holding.
Kestra Advisory Services first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Toronto Dominion Bank position peaked at $2.09M in Q4 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.