Moneta Group Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Moneta Group Investment 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 Q2	$231K	Buy	+1,904	New	+$208K	﹤0.01%	785
2020 Q1	–	Sell	-1,799	Closed	-$101K	–	291
2019 Q4	$101K	Buy	1,799 +271	+18%	+$15.4K	0.01%	257
2019 Q3	$89K	Buy	+1,528	New	+$86.9K	0.01%	254
2018 Q3	–	Sell	-390	Closed	-$23K	–	359
2018 Q2	$23K	Buy	+390	New	+$22.3K	﹤0.01%	354

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

Moneta Group Investment Advisors's TD Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 1,904 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in TD as recently as Q4 2019.

Moneta Group Investment Advisors first reported a position in TD in Q2 2018 and has held it in 4 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Moneta Group Investment Advisors held 1,904 shares of Toronto Dominion Bank worth $231K as of Q2 2026.
Toronto Dominion Bank was a new Moneta Group Investment Advisors position in Q2 2026.
Toronto Dominion Bank made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #785 holding.
Moneta Group Investment Advisors first reported a position in Toronto Dominion Bank in Q2 2018 and has held it in 4 quarters since.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.