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 Q2	$1.57M	Sell	12,948 -354	-3%	-$38.7K	0.03%	260
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 $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Kovitz Investment Group Partners's TD Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Toronto Dominion Bank (TD) stake by 2.7% in Q2 2026, selling an estimated $38.7K and leaving 12,948 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #260.

Kovitz Investment Group Partners first reported a position in TD in Q2 2024 and has held it in 5 quarters since. 902 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Kovitz Investment Group Partners held 12,948 shares of Toronto Dominion Bank worth $1.57M as of Q2 2026.
Kovitz Investment Group Partners sold 354 Toronto Dominion Bank shares in Q2 2026, an estimated $38.7K.
Toronto Dominion Bank made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #260 holding.
Kovitz Investment Group Partners first reported a position in Toronto Dominion Bank in Q2 2024 and has held it in 5 quarters since.
902 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.