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Lorne Steinberg Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Lorne Steinberg 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
2026
Q2 		$19.7M Buy
162,268
+3,803
+2% +$416K 4.05% 3
2026
Q1 		$14.8M Buy
158,465
+2,768
+2% +$263K 3.51% 3
2025
Q4 		$14.7M Buy
155,697
+1,616
+1% +$136K 3.38% 4
2025
Q3 		$12.3M Buy
154,081
+4,904
+3% +$368K 2.97% 6
2025
Q2 		$11M Buy
149,177
+335
+0.2% +$21.9K 2.87% 6
2025
Q1 		$8.93M Buy
148,842
+1,400
+0.9% +$81.5K 2.6% 10
2024
Q4 		$7.84M Buy
147,442
+8,074
+6% +$453K 2.27% 17
2024
Q3 		$8.81M Buy
139,368
+6,703
+5% +$396K 2.55% 9
2024
Q2 		$7.29M Sell
132,665
-1,909
-1% -$108K 2.35% 13
2024
Q1 		$8.12M Buy
134,574
+3,149
+2% +$190K 2.54% 8
2023
Q4 		$8.49M Buy
131,425
+3,780
+3% +$227K 2.85% 4
2023
Q3 		$7.73M Buy
127,645
+7,116
+6% +$444K 2.97% 5
2023
Q2 		$7.47M Buy
120,529
+7,208
+6% +$434K 2.82% 4
2023
Q1 		$6.78M Buy
113,321
+17,425
+18% +$1.13M 2.71% 6
2022
Q4 		$6.21M Buy
95,896
+3,368
+4% +$218K 2.67% 10
2022
Q3 		$5.72M Buy
92,528
+763
+0.8% +$49.4K 2.78% 9
2022
Q2 		$6.01M Buy
91,765
+120
+0.1% +$8.71K 2.83% 8
2022
Q1 		$7.28M Buy
91,645
+6,207
+7% +$500K 3.36% 6
2021
Q4 		$6.54M Buy
85,438
+878
+1% +$64K 2.81% 9
2021
Q3 		$5.57M Buy
84,560
+360
+0.4% +$24K 2.69% 13
2021
Q2 		$5.9M Buy
84,200
+1,704
+2% +$119K 2.9% 9
2021
Q1 		$5.38M Buy
82,496
+7,571
+10% +$462K 2.85% 12
2020
Q4 		$4.25M Buy
+74,925
New +$3.8M 2.64% 15

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
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

Lorne Steinberg Wealth Management's TD Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Toronto Dominion Bank (TD) stake by 2.4% in Q2 2026, buying an estimated $416K and bringing the position to 162,268 shares worth $19.7M. The position accounts for 4.05% of the portfolio, ranked #3.

Lorne Steinberg Wealth Management first reported a position in TD in Q4 2020 and has held it in 23 quarters since. 899 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Lorne Steinberg Wealth Management held 162,268 shares of Toronto Dominion Bank worth $19.7M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 3,803 Toronto Dominion Bank shares in Q2 2026, an estimated $416K.
  • Toronto Dominion Bank made up 4.05% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Lorne Steinberg Wealth Management first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 23 quarters since.
  • 899 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.