Keystone Financial Planning’s Toronto Dominion Bank TD Stock Holding History

Keystone Financial Planning’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
2025 Q4	–	Sell	-4,104	Closed	-$328K	–	46
2025 Q3	$328K	Sell	4,104 -114,695	-97%	-$8.61M	0.1%	42
2025 Q2	$8.73M	Buy	118,799 +181	+0.2%	+$11.8K	2.64%	6
2025 Q1	$7.11M	Buy	118,618 +905	+0.8%	+$52.7K	2.12%	12
2024 Q4	$6.27M	Buy	117,713 +4,534	+4%	+$254K	1.94%	15
2024 Q3	$7.16M	Buy	113,179 +1,150	+1%	+$68K	2.17%	12
2024 Q2	$6.16M	Buy	+112,029	New	+$6.34M	2.04%	12

Other funds holding TD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Keystone Financial Planning's TD Position: Q4 2025 in Review

Keystone Financial Planning sold out of Toronto Dominion Bank (TD) in Q4 2025, closing a stake of 4,104 shares — an estimated $328K sold.

Keystone Financial Planning first reported a position in TD in Q2 2024 and held it in 6 quarters. The position peaked at $8.73M in Q2 2025. 800 funds tracked by Wall St. Rank hold TD as of Q4 2025.

Keystone Financial Planning reported no remaining Toronto Dominion Bank position as of Q4 2025 after selling out during the quarter.
Keystone Financial Planning sold 4,104 Toronto Dominion Bank shares in Q4 2025, an estimated $328K.
Keystone Financial Planning first reported a position in Toronto Dominion Bank in Q2 2024 and held it in 6 quarters.
Keystone Financial Planning's Toronto Dominion Bank position peaked at $8.73M in Q2 2025.
800 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2025.

Based on Keystone Financial Planning's 13F filing for Q4 2025, filed 7 Jan 2026.