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

Modera 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	$11.8M	Sell	97,141 -1,505	-2%	-$165K	0.13%	118
2026 Q1	$9.2M	Sell	98,646 -8,977	-8%	-$854K	0.11%	132
2025 Q4	$10.1M	Sell	107,623 -6,089	-5%	-$514K	0.12%	126
2025 Q3	$9.09M	Sell	113,712 -3,482	-3%	-$261K	0.11%	134
2025 Q2	$8.61M	Sell	117,194 -5,988	-5%	-$391K	0.11%	135
2025 Q1	$7.38M	Sell	123,182 -8,456	-6%	-$492K	0.1%	141
2024 Q4	$7.01M	Sell	131,638 -11,975	-8%	-$672K	0.08%	147
2024 Q3	$9.08M	Sell	143,613 -13,681	-9%	-$809K	0.12%	119
2024 Q2	$8.64M	Sell	157,294 -27,327	-15%	-$1.55M	0.13%	123
2024 Q1	$11.1M	Sell	184,621 -22,186	-11%	-$1.34M	0.17%	104
2023 Q4	$13.4M	Sell	206,807 -24,898	-11%	-$1.49M	0.22%	84
2023 Q3	$14M	Sell	231,705 -24,694	-10%	-$1.54M	0.26%	78
2023 Q2	$15.9M	Buy	+256,399	New	+$15.4M	0.29%	75
2014 Q1	–	Sell	-27,064	Closed	-$1.27M	–	83
2013 Q4	$1.27M	Buy	+27,064	New	+$1.23M	0.48%	26

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

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

Modera Wealth Management reduced its Toronto Dominion Bank (TD) stake by 1.5% in Q2 2026, selling an estimated $165K and leaving 97,141 shares worth $11.8M. The position accounts for 0.13% of the portfolio, ranked #118.

Modera Wealth Management first reported a position in TD in Q4 2013 and has held it in 14 quarters since. The position peaked at $15.9M in Q2 2023. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Modera Wealth Management held 97,141 shares of Toronto Dominion Bank worth $11.8M as of Q2 2026.
Modera Wealth Management sold 1,505 Toronto Dominion Bank shares in Q2 2026, an estimated $165K.
Toronto Dominion Bank made up 0.13% of Modera Wealth Management's portfolio in Q2 2026, its #118 holding.
Modera Wealth Management first reported a position in Toronto Dominion Bank in Q4 2013 and has held it in 14 quarters since.
Modera Wealth Management's Toronto Dominion Bank position peaked at $15.9M in Q2 2023.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.