Litman Gregory Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Litman Gregory Wealth Management’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	$283K	Hold	3,000	–	–	0.02%	127
2025 Q3	$240K	Sell	3,000 -325	-10%	-$24.4K	0.02%	136
2025 Q2	$244K	Sell	3,325 -1,300	-28%	-$84.8K	0.02%	127
2025 Q1	$277K	Sell	4,625 -250	-5%	-$14.6K	0.02%	121
2024 Q4	$260K	Hold	4,875	–	–	0.02%	118
2024 Q3	$308K	Sell	4,875 -1,250	-20%	-$73.9K	0.03%	114
2024 Q2	$337K	Buy	6,125 +1,250	+26%	+$70.8K	0.03%	108
2024 Q1	$294K	Buy	4,875 +500	+11%	+$30.2K	0.03%	109
2023 Q4	$283K	Buy	4,375 +750	+21%	+$45K	0.03%	106
2023 Q3	$218K	Buy	+3,625	New	+$226K	0.02%	117
2020 Q4	–	Sell	-96	Closed	-$4K	–	216
2020 Q3	$4K	Buy	+96	New	+$4.47K	﹤0.01%	186

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

Litman Gregory Wealth Management's TD Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Toronto Dominion Bank (TD) position steady in Q4 2025 at 3,000 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #127.

Litman Gregory Wealth Management first reported a position in TD in Q3 2020 and has held it in 11 quarters since. The position peaked at $337K in Q2 2024. 803 funds tracked by Wall St. Rank hold TD as of Q4 2025.

Litman Gregory Wealth Management held 3,000 shares of Toronto Dominion Bank worth $283K as of Q4 2025.
Litman Gregory Wealth Management left its Toronto Dominion Bank share count unchanged in Q4 2025.
Toronto Dominion Bank made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #127 holding.
Litman Gregory Wealth Management first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 11 quarters since.
Litman Gregory Wealth Management's Toronto Dominion Bank position peaked at $337K in Q2 2024.
803 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.