Measured Wealth Private Client Group’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$66.5K Hold
547
0.02% 285
2026
Q1
$51.1K Sell
547
-768
-58% -$73K 0.01% 289
2025
Q4
$124K Hold
1,315
0.03% 236
2025
Q3
$105K Buy
+1,315
New +$98.7K 0.03% 234
2022
Q3
Sell
-5,927
Closed -$389K 183
2022
Q2
$389K Buy
5,927
+1,372
+30% +$99.6K 0.17% 91
2022
Q1
$362K Buy
4,555
+494
+12% +$39.8K 0.13% 95
2021
Q4
$311K Buy
4,061
+81
+2% +$5.91K 0.11% 114
2021
Q3
$263K Buy
+3,980
New +$265K 0.1% 131
2018
Q4
Sell
-1,496
Closed -$90K 636
2018
Q3
$90K Buy
+1,496
New +$89.1K 0.05% 253

Other funds holding TD

Measured Wealth Private Client Group's TD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 547 shares worth $66.5K. The position accounts for 0.02% of the portfolio, ranked #285.

Measured Wealth Private Client Group first reported a position in TD in Q3 2018 and has held it in 9 quarters since. The position peaked at $389K in Q2 2022. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Measured Wealth Private Client Group held 547 shares of Toronto Dominion Bank worth $66.5K as of Q2 2026.
  • Measured Wealth Private Client Group left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #285 holding.
  • Measured Wealth Private Client Group first reported a position in Toronto Dominion Bank in Q3 2018 and has held it in 9 quarters since.
  • Measured Wealth Private Client Group's Toronto Dominion Bank position peaked at $389K in Q2 2022.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.