LRI Investments’s Toronto Dominion Bank TD Stock Holding History

LRI Investments’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	$2.2M	Buy	23,596 +196	+0.8%	+$18.6K	0.2%	60
2025 Q4	$2.2M	Sell	23,400 -265	-1%	-$22.4K	0.18%	62
2025 Q3	$1.89M	Buy	23,665 +704	+3%	+$52.8K	0.15%	66
2025 Q2	$1.69M	Hold	22,961	–	–	0.14%	64
2025 Q1	$1.38M	Sell	22,961 -30	-0.1%	-$1.75K	0.13%	74
2024 Q4	$1.22M	Hold	22,991	–	–	0.12%	70
2024 Q3	$1.3M	Hold	22,991	–	–	0.13%	66
2024 Q2	$1.26M	Hold	22,991	–	–	0.14%	52
2024 Q1	$1.39M	Buy	+22,991	New	+$1.39M	0.35%	38

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B 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 $75.5B AUM 35.56% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B 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

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return