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Kestra Private Wealth Services’s Toronto Dominion Bank TD Stock Holding History

Kestra Private Wealth 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 		$919K Buy
9,854
+724
+8% +$68.9K 0.01% 875
2025
Q4 		$860K Buy
9,130
+558
+7% +$47.1K 0.01% 871
2025
Q3 		$685K Buy
8,572
+99
+1% +$7.43K 0.01% 946
2025
Q2 		$622K Buy
8,473
+1,191
+16% +$77.7K 0.01% 940
2025
Q1 		$436K Sell
7,282
-491
-6% -$28.6K 0.01% 1027
2024
Q4 		$414K Sell
7,773
-632
-8% -$35.5K 0.01% 1012
2024
Q3 		$532K Sell
8,405
-918
-10% -$54.3K 0.01% 851
2024
Q2 		$512K Buy
9,323
+58
+0.6% +$3.28K 0.01% 822
2024
Q1 		$559K Sell
9,265
-6,973
-43% -$421K 0.01% 757
2023
Q4 		$1.05M Sell
16,238
-1,806
-10% -$108K 0.03% 515
2023
Q3 		$1.09M Buy
18,044
+2,122
+13% +$132K 0.03% 442
2023
Q2 		$987K Buy
15,922
+2,841
+22% +$171K 0.03% 443
2023
Q1 		$784K Buy
13,081
+8,095
+162% +$523K 0.03% 478
2022
Q4 		$323K Buy
+4,986
New +$322K 0.02% 649

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

Kestra Private Wealth Services's TD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Toronto Dominion Bank (TD) stake by 7.9% in Q1 2026, buying an estimated $68.9K and bringing the position to 9,854 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #875.

Kestra Private Wealth Services first reported a position in TD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2023. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Kestra Private Wealth Services held 9,854 shares of Toronto Dominion Bank worth $919K as of Q1 2026.
  • Kestra Private Wealth Services bought 724 Toronto Dominion Bank shares in Q1 2026, an estimated $68.9K.
  • Toronto Dominion Bank made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #875 holding.
  • Kestra Private Wealth Services first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Toronto Dominion Bank position peaked at $1.09M in Q3 2023.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.