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Legacy Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Legacy Financial Advisors’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 		$514K Buy
5,509
+527
+11% +$50.1K 0.07% 236
2025
Q4 		$469K Sell
4,982
-129
-3% -$10.9K 0.06% 233
2025
Q3 		$409K Buy
5,111
+1,160
+29% +$87.1K 0.06% 261
2025
Q2 		$290K Buy
3,951
+449
+13% +$29.3K 0.05% 279
2025
Q1 		$210K Buy
+3,502
New +$204K 0.04% 344
2024
Q4 		– Sell
-4,402
Closed -$278K – 366
2024
Q3 		$278K Buy
+4,402
New +$260K 0.05% 287
2024
Q2 		– Sell
-5,871
Closed -$354K – 357
2024
Q1 		$354K Sell
5,871
-288
-5% -$17.4K 0.06% 221
2023
Q4 		$398K Buy
6,159
+1,283
+26% +$76.9K 0.08% 190
2023
Q3 		$294K Buy
+4,876
New +$304K 0.06% 204
2023
Q1 		– Sell
-3,287
Closed -$213K – 267
2022
Q4 		$213K Sell
3,287
-413
-11% -$26.7K 0.05% 225
2022
Q3 		$227K Buy
+3,700
New +$240K 0.05% 197
2022
Q2 		– Sell
-2,811
Closed -$223K – 254
2022
Q1 		$223K Buy
+2,811
New +$226K 0.05% 219
2019
Q2 		– Sell
-2,397
Closed -$130K – 808
2019
Q1 		$130K Buy
2,397
+6
+0.3% +$332 0.04% 138
2018
Q4 		$119K Buy
2,391
+1,495
+167% +$81.8K 0.05% 135
2018
Q3 		$54K Buy
896
+38
+4% +$2.26K 0.02% 243
2018
Q2 		$49K Sell
858
-3,123
-78% -$179K 0.02% 255
2018
Q1 		$223K Sell
3,981
-9
-0.2% -$527 0.09% 103
2017
Q4 		$233K Buy
+3,990
New +$228K 0.1% 100

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 $38B AUM 39.14% 1-Year Est. Return

Legacy Financial Advisors's TD Position: Q1 2026 in Review

Legacy Financial Advisors increased its Toronto Dominion Bank (TD) stake by 11% in Q1 2026, buying an estimated $50.1K and bringing the position to 5,509 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #236.

Legacy Financial Advisors first reported a position in TD in Q4 2017 and has held it in 18 quarters since. 837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Legacy Financial Advisors held 5,509 shares of Toronto Dominion Bank worth $514K as of Q1 2026.
  • Legacy Financial Advisors bought 527 Toronto Dominion Bank shares in Q1 2026, an estimated $50.1K.
  • Toronto Dominion Bank made up 0.07% of Legacy Financial Advisors's portfolio in Q1 2026, its #236 holding.
  • Legacy Financial Advisors first reported a position in Toronto Dominion Bank in Q4 2017 and has held it in 18 quarters since.
  • 837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.