Masso Torrence Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Masso Torrence 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
2025 Q3	$290K	Hold	3,623	–	–	0.12%	87
2025 Q2	$266K	Sell	3,623 -47	-1%	-$3.07K	0.12%	87
2025 Q1	$220K	Buy	+3,670	New	+$214K	0.12%	89
2024 Q1	–	Sell	-3,678	Closed	-$238K	–	98
2023 Q4	$238K	Sell	3,678 -166	-4%	-$9.95K	0.16%	80
2023 Q3	$232K	Hold	3,844	–	–	0.18%	74
2023 Q2	$238K	Sell	3,844 -2,115	-35%	-$127K	0.17%	74
2023 Q1	$357K	Buy	5,959 +54	+0.9%	+$3.49K	0.28%	67
2022 Q4	$382K	Buy	5,905 +344	+6%	+$22.2K	0.3%	64
2022 Q3	$341K	Buy	5,561 +66	+1%	+$4.27K	0.3%	56
2022 Q2	$360K	Hold	5,495	–	–	0.32%	56
2022 Q1	$436K	Hold	5,495	–	–	0.35%	51
2021 Q4	$421K	Buy	+5,495	New	+$401K	0.29%	62

Other funds holding TD

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

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

Masso Torrence Wealth Management's TD Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Toronto Dominion Bank (TD) position steady in Q3 2025 at 3,623 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #87.

Masso Torrence Wealth Management first reported a position in TD in Q4 2021 and has held it in 12 quarters since. The position peaked at $436K in Q1 2022. 708 funds tracked by Wall St. Rank hold TD as of Q3 2025.

Masso Torrence Wealth Management held 3,623 shares of Toronto Dominion Bank worth $290K as of Q3 2025.
Masso Torrence Wealth Management left its Toronto Dominion Bank share count unchanged in Q3 2025.
Toronto Dominion Bank made up 0.12% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #87 holding.
Masso Torrence Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 12 quarters since.
Masso Torrence Wealth Management's Toronto Dominion Bank position peaked at $436K in Q1 2022.
708 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.