Marcum Wealth’s Toronto Dominion Bank TD Stock Holding History

Marcum Wealth’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 Q1	$357K	Buy	5,962 +604	+11%	+$35.2K	0.03%	255
2024 Q4	$285K	Sell	5,358 -170	-3%	-$9.54K	0.02%	292
2024 Q3	$350K	Hold	5,528	–	–	0.03%	249
2024 Q2	$304K	Sell	5,528 -47	-0.8%	-$2.66K	0.03%	272
2024 Q1	$337K	Buy	+5,575	New	+$337K	0.03%	249
2021 Q2	–	Sell	-5,755	Closed	-$375K	–	355
2021 Q1	$375K	Buy	+5,755	New	+$351K	0.06%	181

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Marcum Wealth's TD Position: Q1 2025 in Review

Marcum Wealth increased its Toronto Dominion Bank (TD) stake by 11% in Q1 2025, buying an estimated $35.2K and bringing the position to 5,962 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #255.

Marcum Wealth first reported a position in TD in Q1 2021 and has held it in 6 quarters since. The position peaked at $375K in Q1 2021. 636 funds tracked by Wall St. Rank hold TD as of Q1 2025.

Marcum Wealth held 5,962 shares of Toronto Dominion Bank worth $357K as of Q1 2025.
Marcum Wealth bought 604 Toronto Dominion Bank shares in Q1 2025, an estimated $35.2K.
Toronto Dominion Bank made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #255 holding.
Marcum Wealth first reported a position in Toronto Dominion Bank in Q1 2021 and has held it in 6 quarters since.
Marcum Wealth's Toronto Dominion Bank position peaked at $375K in Q1 2021.
636 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.