Moisand Fitzgerald Tamayo’s Toronto Dominion Bank TD Stock Holding History

Moisand Fitzgerald Tamayo’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	$65.7K	Hold	541	–	–	0.01%	187
2026 Q1	$50.5K	Hold	541	–	–	0.01%	197
2025 Q4	$51K	Hold	541	–	–	0.01%	196
2025 Q3	$43.3K	Hold	541	–	–	0.01%	213
2025 Q2	$39.7K	Hold	541	–	–	0.01%	217
2025 Q1	$32.4K	Buy	+541	New	+$31.5K	﹤0.01%	231

Other funds holding TD

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return