Mosaic Advisors’s Toronto Dominion Bank TD Stock Holding History

Mosaic 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	$431K	Buy	+3,550	New	+$388K	0.58%	30
2022 Q1	–	Sell	-7,098	Closed	-$544K	–	50
2021 Q4	$544K	Hold	7,098	–	–	0.4%	18
2021 Q3	$470K	Sell	7,098 -154	-2%	-$10.3K	0.31%	25
2021 Q2	$508K	Hold	7,252	–	–	0.33%	25
2021 Q1	$473K	Buy	7,252 +154	+2%	+$9.4K	0.4%	23
2020 Q4	$400K	Buy	+7,098	New	+$360K	0.37%	24

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

Mosaic Advisors's TD Position: Q2 2026 in Review

Mosaic Advisors opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 3,550 shares worth $431K. The stake represents 0.58% of the portfolio and ranks #30 among its holdings. This is a return to the name: Mosaic Advisors previously reported a position in TD as recently as Q4 2021.

Mosaic Advisors first reported a position in TD in Q4 2020 and has held it in 6 quarters since. The position peaked at $544K in Q4 2021. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Mosaic Advisors held 3,550 shares of Toronto Dominion Bank worth $431K as of Q2 2026.
Toronto Dominion Bank was a new Mosaic Advisors position in Q2 2026.
Toronto Dominion Bank made up 0.58% of Mosaic Advisors's portfolio in Q2 2026, its #30 holding.
Mosaic Advisors first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 6 quarters since.
Mosaic Advisors's Toronto Dominion Bank position peaked at $544K in Q4 2021.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Mosaic Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.