Mascoma Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Mascoma 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	–	Sell	-644	Closed	-$60.1K	–	632
2026 Q1	$60.1K	Hold	644	–	–	0.01%	173
2025 Q4	$60.7K	Hold	644	–	–	0.01%	167
2025 Q3	$51.5K	Hold	644	–	–	0.01%	192
2025 Q2	$47.3K	Hold	644	–	–	0.01%	194
2025 Q1	$38.6K	Hold	644	–	–	0.01%	206
2024 Q4	$34.3K	Hold	644	–	–	0.01%	232
2024 Q3	$40.7K	Hold	644	–	–	0.01%	209
2024 Q2	$35.4K	Hold	644	–	–	0.01%	218
2024 Q1	$38.9K	Hold	644	–	–	0.01%	203
2023 Q4	$41.6K	Hold	644	–	–	0.01%	202
2023 Q3	$38.8K	Hold	644	–	–	0.01%	211
2023 Q2	$41K	Sell	644 -744	-54%	-$44.8K	0.01%	205
2023 Q1	$84.2K	Buy	1,388 +244	+21%	+$15.8K	0.02%	183
2022 Q4	$74.1K	Hold	1,144	–	–	0.02%	194
2022 Q3	$70K	Buy	1,144 +50	+5%	+$3.24K	0.02%	200
2022 Q2	$72K	Hold	1,094	–	–	0.02%	211
2022 Q1	$87K	Hold	1,094	–	–	0.03%	202
2021 Q4	$84K	Hold	1,094	–	–	0.03%	177
2021 Q3	$72K	Buy	+1,094	New	+$72.9K	0.03%	175
2021 Q2	–	Sell	-1,094	Closed	-$71K	–	389
2021 Q1	$71K	Buy	+1,094	New	+$66.8K	0.03%	175

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Mascoma Wealth Management's TD Position: Q2 2026 in Review

Mascoma Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2026, closing a stake of 644 shares — an estimated $60.1K sold.

Mascoma Wealth Management first reported a position in TD in Q1 2021 and held it in 20 quarters. The position peaked at $87K in Q1 2022. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Mascoma Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2026 after selling out during the quarter.
Mascoma Wealth Management sold 644 Toronto Dominion Bank shares in Q2 2026, an estimated $60.1K.
Mascoma Wealth Management first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 20 quarters.
Mascoma Wealth Management's Toronto Dominion Bank position peaked at $87K in Q1 2022.
898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.