Medallion Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Medallion Wealth Advisors’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	$205K	Sell	2,197 -4	-0.2%	-$380	0.07%	248
2025 Q4	$207K	Sell	2,201 -28	-1%	-$2.36K	0.07%	240
2025 Q3	$178K	Sell	2,229 -15	-0.7%	-$1.13K	0.06%	246
2025 Q2	$166K	Sell	2,244 -125	-5%	-$8.16K	0.06%	251
2025 Q1	$141K	Buy	2,369 +664	+39%	+$38.7K	0.06%	251
2024 Q4	$95.9K	Buy	+1,705	New	+$95.7K	0.05%	304

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Medallion Wealth Advisors's TD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Toronto Dominion Bank (TD) stake by 0.18% in Q1 2026, selling an estimated $380 and leaving 2,197 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #248.

Medallion Wealth Advisors first reported a position in TD in Q4 2024 and has held it in 6 quarters since. The position peaked at $207K in Q4 2025. 837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Medallion Wealth Advisors held 2,197 shares of Toronto Dominion Bank worth $205K as of Q1 2026.
Medallion Wealth Advisors sold 4 Toronto Dominion Bank shares in Q1 2026, an estimated $380.
Toronto Dominion Bank made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #248 holding.
Medallion Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Toronto Dominion Bank position peaked at $207K in Q4 2025.
837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.