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Montrusco Bolton Investments’s Toronto Dominion Bank TD Stock Holding History

Montrusco Bolton Investments’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 		$38.6M Sell
317,741
-49,878
-14% -$5.46M 0.6% 32
2026
Q1 		$34.2M Sell
367,619
-6,384
-2% -$607K 0.52% 34
2025
Q4 		$35.3M Sell
374,003
-112,406
-23% -$9.49M 0.44% 33
2025
Q3 		$38.9M Sell
486,409
-47,240
-9% -$3.55M 0.45% 34
2025
Q2 		$39.2M Sell
533,649
-42,613
-7% -$2.78M 0.43% 32
2025
Q1 		$34.5M Buy
576,262
+71,201
+14% +$4.15M 0.45% 32
2024
Q4 		$26.9M Sell
505,061
-231,984
-31% -$13M 0.33% 34
2024
Q3 		$46.7M Sell
737,045
-813,618
-52% -$48.1M 0.49% 29
2024
Q2 		$85.2M Buy
1,550,663
+93,261
+6% +$5.28M 0.89% 28
2024
Q1 		$88M Sell
1,457,402
-49,518
-3% -$2.99M 0.94% 27
2023
Q4 		$97.8M Sell
1,506,920
-251,016
-14% -$15.1M 1.21% 25
2023
Q3 		$106M Sell
1,757,936
-484,231
-22% -$30.2M 1.55% 23
2023
Q2 		$139M Sell
2,242,167
-64,948
-3% -$3.91M 2.16% 20
2023
Q1 		$138M Buy
2,307,115
+522,268
+29% +$33.7M 2.85% 12
2022
Q4 		$115M Buy
1,784,847
+75,072
+4% +$4.85M 2.68% 16
2022
Q3 		$105M Sell
1,709,775
-56,459
-3% -$3.66M 2.78% 14
2022
Q2 		$116M Sell
1,766,234
-230,784
-12% -$16.8M 3.08% 9
2022
Q1 		$159M Sell
1,997,018
-254,707
-11% -$20.5M 3.66% 2
2021
Q4 		$173M Sell
2,251,725
-135,801
-6% -$9.9M 4.08% 3
2021
Q3 		$158M Buy
2,387,526
+66,714
+3% +$4.45M 4.3% 5
2021
Q2 		$163M Buy
2,320,812
+732,826
+46% +$51.3M 4.89% 4
2021
Q1 		$104M Buy
1,587,986
+76,510
+5% +$4.67M 3.38% 6
2020
Q4 		$85.3M Buy
1,511,476
+188,992
+14% +$9.58M 3.75% 4
2020
Q3 		$61M Sell
1,322,484
-115,256
-8% -$5.37M 3.07% 9
2020
Q2 		$63.6M Buy
1,437,740
+1,088,952
+312% +$46.4M 3.64% 5
2020
Q1 		$14.7M Sell
348,788
-1,774,566
-84% -$91M 1.16% 29
2019
Q4 		$119M Buy
2,123,354
+127,155
+6% +$7.21M 6.86% 1
2019
Q3 		$114M Buy
1,996,199
+440,575
+28% +$25M 6.74% 2
2019
Q2 		$91.1M Sell
1,555,624
-8,498
-0.5% -$478K 5.92% 3
2019
Q1 		$88.9M Sell
1,564,122
-630,233
-29% -$34.8M 5.7% 3
2018
Q4 		$109M Sell
2,194,355
-154,916
-7% -$8.48M 7.34% 2
2018
Q3 		$143M Sell
2,349,271
-123,310
-5% -$7.34M 8.73% 3
2018
Q2 		$143M Sell
2,472,581
-10,656
-0.4% -$610K 9.87% 2
2018
Q1 		$141M Sell
2,483,237
-541,951
-18% -$31.7M 10.18% 2
2017
Q4 		$178M Buy
3,025,188
+520,777
+21% +$29.8M 9.72% 3
2017
Q3 		$141M Buy
2,504,411
+696,512
+39% +$36.6M 7.44% 3
2017
Q2 		$91M Sell
1,807,899
-725,496
-29% -$35M 5.01% 4
2017
Q1 		$127M Sell
2,533,395
-1,814,529
-42% -$92.7M 7.15% 3
2016
Q4 		$215M Buy
4,347,924
+320,180
+8% +$15M 11.81% 1
2016
Q3 		$178M Buy
4,027,744
+254,224
+7% +$11.1M 11.01% 2
2016
Q2 		$161M Buy
3,773,520
+832,901
+28% +$36.3M 10.29% 1
2016
Q1 		$127M Sell
2,940,619
-59,345
-2% -$2.29M 10.56% 1
2015
Q4 		$117M Sell
2,999,964
-59,968
-2% -$2.43M 10.13% 1
2015
Q3 		$120M Buy
3,059,932
+64,561
+2% +$2.57M 10.28% 1
2015
Q2 		$127M Sell
2,995,371
-76,851
-3% -$3.44M 9.43% 1
2015
Q1 		$132M Buy
3,072,222
+305,055
+11% +$13.1M 9.72% 1
2014
Q4 		$133M Buy
2,767,167
+348,885
+14% +$16.8M 9.53% 1
2014
Q3 		$120M Sell
2,418,282
-18,490
-0.8% -$960K 8% 1
2014
Q2 		$126M Buy
2,436,772
+103,833
+4% +$5.04M 7.89% 1
2014
Q1 		$110M Buy
2,332,939
+258,575
+12% +$11.7M 7.74% 1
2013
Q4 		$97.7M Buy
2,074,364
+167,026
+9% +$7.6M 6.87% 1
2013
Q3 		$86M Sell
1,907,338
-243,250
-11% -$10.3M 6.43% 1
2013
Q2 		$86.1M Buy
+2,150,588
New +$86.6M 6.93% 1

Other funds holding TD

TD Asset Management
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Montrusco Bolton Investments's TD Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Toronto Dominion Bank (TD) stake by 14% in Q2 2026, selling an estimated $5.46M and leaving 317,741 shares worth $38.6M. The position accounts for 0.6% of the portfolio, ranked #32.

Montrusco Bolton Investments first reported a position in TD in Q2 2013 and has held it in 53 quarters since. The position peaked at $215M in Q4 2016. 480 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Montrusco Bolton Investments held 317,741 shares of Toronto Dominion Bank worth $38.6M as of Q2 2026.
  • Montrusco Bolton Investments sold 49,878 Toronto Dominion Bank shares in Q2 2026, an estimated $5.46M.
  • Toronto Dominion Bank made up 0.6% of Montrusco Bolton Investments's portfolio in Q2 2026, its #32 holding.
  • Montrusco Bolton Investments first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 53 quarters since.
  • Montrusco Bolton Investments's Toronto Dominion Bank position peaked at $215M in Q4 2016.
  • 480 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.