Key Financial Inc’s Toronto Dominion Bank TD Stock Holding History

Key Financial Inc’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	$218K	Hold	2,341	–	–	0.04%	279
2025 Q4	$221K	Buy	2,341 +37	+2%	+$3.12K	0.04%	272
2025 Q3	$185K	Hold	2,304	–	–	0.03%	303
2025 Q2	$169K	Hold	2,304	–	–	0.03%	299
2025 Q1	$138K	Hold	2,304	–	–	0.03%	312
2024 Q4	$123K	Buy	2,304 +39	+2%	+$2.19K	0.03%	322
2024 Q3	$143K	Hold	2,265	–	–	0.03%	291
2024 Q2	$124K	Buy	2,265 +1,800	+387%	+$102K	0.03%	300
2024 Q1	$28.1K	Buy	465 +215	+86%	+$13K	0.01%	544
2023 Q4	$16.2K	Hold	250	–	–	﹤0.01%	633
2023 Q3	$15.1K	Buy	250 +26	+12%	+$1.62K	0.01%	623
2023 Q2	$13.9K	Hold	224	–	–	﹤0.01%	656
2023 Q1	$13.4K	Hold	224	–	–	﹤0.01%	616
2022 Q4	$13.7K	Hold	224	–	–	0.01%	564
2022 Q3	$14K	Hold	224	–	–	0.01%	566
2022 Q2	$15K	Buy	+224	New	+$16.3K	0.01%	556
2022 Q1	–	Sell	-50	Closed	-$4K	–	1107
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	758
2021 Q3	$3K	Buy	+50	New	+$3.33K	﹤0.01%	777

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

Key Financial Inc's TD Position: Q1 2026 in Review

Key Financial Inc held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,341 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #279.

Key Financial Inc first reported a position in TD in Q3 2021 and has held it in 18 quarters since. The position peaked at $221K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Key Financial Inc held 2,341 shares of Toronto Dominion Bank worth $218K as of Q1 2026.
Key Financial Inc left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #279 holding.
Key Financial Inc first reported a position in Toronto Dominion Bank in Q3 2021 and has held it in 18 quarters since.
Key Financial Inc's Toronto Dominion Bank position peaked at $221K in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.