Kovitz Investment Group Partners’s Toronto Dominion Bank TD Stock Holding History

Kovitz Investment Group Partners’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	$1.24M	Buy	+13,302	New	+$1.27M	0.03%	292
2025 Q1	–	Sell	-12,801	Closed	-$683K	–	1316
2024 Q4	$683K	Sell	12,801 -301	-2%	-$16.9K	﹤0.01%	815
2024 Q3	$823K	Sell	13,102 -255	-2%	-$15.1K	0.01%	672
2024 Q2	$735K	Buy	+13,357	New	+$756K	0.01%	602

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

Kovitz Investment Group Partners's TD Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Toronto Dominion Bank (TD) in Q1 2026: 13,302 shares worth $1.24M. The stake represents 0.03% of the portfolio and ranks #292 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in TD as recently as Q4 2024.

Kovitz Investment Group Partners first reported a position in TD in Q2 2024 and has held it in 4 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Kovitz Investment Group Partners held 13,302 shares of Toronto Dominion Bank worth $1.24M as of Q1 2026.
Toronto Dominion Bank was a new Kovitz Investment Group Partners position in Q1 2026.
Toronto Dominion Bank made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #292 holding.
Kovitz Investment Group Partners first reported a position in Toronto Dominion Bank in Q2 2024 and has held it in 4 quarters since.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.