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Mount Yale Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-431
Closed -$31.7K – 1505
2025
Q2 		$31.7K Buy
+431
New +$28.1K ﹤0.01% 942
2018
Q4 		– Sell
-208
Closed -$12K – 723
2018
Q3 		$12K Hold
208
– – ﹤0.01% 842
2018
Q2 		$12K Buy
+208
New +$11.9K ﹤0.01% 865

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mount Yale Investment Advisors's TD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Toronto Dominion Bank (TD) in Q3 2025, closing a stake of 431 shares — an estimated $31.7K sold.

Mount Yale Investment Advisors first reported a position in TD in Q2 2018 and held it in 3 quarters. The position peaked at $31.7K in Q2 2025. 710 funds tracked by Wall St. Rank hold TD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Toronto Dominion Bank position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 431 Toronto Dominion Bank shares in Q3 2025, an estimated $31.7K.
  • Mount Yale Investment Advisors first reported a position in Toronto Dominion Bank in Q2 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Toronto Dominion Bank position peaked at $31.7K in Q2 2025.
  • 710 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.