Loring Wolcott & Coolidge Fiduciary Advisors’s Toronto Dominion Bank TD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$136K	Hold	1,118	–	–	﹤0.01%	355
2026 Q1	$113K	Hold	1,118	–	–	﹤0.01%	370
2025 Q4	$107K	Hold	1,118	–	–	﹤0.01%	370
2025 Q3	$90.4K	Hold	1,118	–	–	﹤0.01%	387
2025 Q2	$82.1K	Hold	1,118	–	–	﹤0.01%	360
2025 Q1	$69.1K	Buy	1,118 +400	+56%	+$23.3K	﹤0.01%	362
2024 Q4	$41.3K	Hold	718	–	–	﹤0.01%	411
2024 Q3	$40.8K	Hold	718	–	–	﹤0.01%	407
2024 Q2	$41.9K	Hold	718	–	–	﹤0.01%	408
2024 Q1	$42K	Hold	718	–	–	﹤0.01%	412
2023 Q4	$43.6K	Hold	718	–	–	﹤0.01%	415
2023 Q3	$41.7K	Sell	718 -200	-22%	-$12.5K	﹤0.01%	435
2023 Q2	$56.9K	Hold	918	–	–	﹤0.01%	414
2023 Q1	$55K	Hold	918	–	–	﹤0.01%	397
2022 Q4	$59.5K	Hold	918	–	–	﹤0.01%	385
2022 Q3	$56K	Hold	918	–	–	﹤0.01%	398
2022 Q2	$60K	Buy	918 +200	+28%	+$14.5K	﹤0.01%	408
2022 Q1	$57K	Hold	718	–	–	﹤0.01%	429
2021 Q4	$55K	Hold	718	–	–	﹤0.01%	453
2021 Q3	$47K	Hold	718	–	–	﹤0.01%	465
2021 Q2	$50K	Buy	+718	New	+$50.2K	﹤0.01%	475
2021 Q1	–	Sell	-1,718	Closed	-$97K	–	655
2020 Q4	$97K	Hold	1,718	–	–	﹤0.01%	358
2020 Q3	$79K	Hold	1,718	–	–	﹤0.01%	348
2020 Q2	$77K	Sell	1,718 -2,748	-62%	-$117K	﹤0.01%	337
2020 Q1	$189K	Hold	4,466	–	–	﹤0.01%	241
2019 Q4	$251K	Sell	4,466 -1,000	-18%	-$56.7K	﹤0.01%	250
2019 Q3	$318K	Hold	5,466	–	–	﹤0.01%	220
2019 Q2	$319K	Hold	5,466	–	–	﹤0.01%	222
2019 Q1	$297K	Hold	5,466	–	–	﹤0.01%	224
2018 Q4	$272K	Hold	5,466	–	–	﹤0.01%	228
2018 Q3	$332K	Sell	5,466 -417	-7%	-$24.8K	0.01%	228
2018 Q2	$340K	Sell	5,883 -150	-2%	-$8.58K	0.01%	228
2018 Q1	$343K	Hold	6,033	–	–	0.01%	227
2017 Q4	$353K	Sell	6,033 -201	-3%	-$11.5K	0.01%	229
2017 Q3	$351K	Buy	6,234 +53	+0.9%	+$2.78K	0.01%	224
2017 Q2	$319K	Buy	6,181 +47	+0.8%	+$2.27K	0.01%	228
2017 Q1	$307K	Sell	6,134 -227	-4%	-$11.6K	0.01%	228
2016 Q4	$314K	Sell	6,361 -697	-10%	-$32.6K	0.01%	225
2016 Q3	$313K	Sell	7,058 -230	-3%	-$10.1K	0.01%	225
2016 Q2	$313K	Buy	7,288 +4,100	+129%	+$178K	0.01%	217
2016 Q1	$137K	Hold	3,188	–	–	﹤0.01%	285
2015 Q4	$125K	Hold	3,188	–	–	﹤0.01%	319
2015 Q3	$136K	Hold	3,188	–	–	﹤0.01%	320
2015 Q2	$136K	Hold	3,188	–	–	﹤0.01%	320
2015 Q1	$137K	Hold	3,188	–	–	﹤0.01%	332
2014 Q4	$152K	Hold	3,188	–	–	﹤0.01%	312
2014 Q3	$157K	Buy	3,188 +1,000	+46%	+$51.9K	﹤0.01%	296
2014 Q2	$112K	Hold	2,188	–	–	﹤0.01%	343
2014 Q1	$103K	Buy	2,188 +1,000	+84%	+$45.1K	﹤0.01%	339
2013 Q4	$56K	Hold	1,188	–	–	﹤0.01%	385
2013 Q3	$53K	Hold	1,188	–	–	﹤0.01%	366
2013 Q2	$48K	Buy	+1,188	New	+$47.8K	﹤0.01%	391

Other funds holding TD

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 1,118 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TD in Q2 2013 and has held it in 52 quarters since. The position peaked at $353K in Q4 2017. 509 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,118 shares of Toronto Dominion Bank worth $136K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #355 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Toronto Dominion Bank position peaked at $353K in Q4 2017.
509 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.