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Net Worth Advisory Group’s Toronto Dominion Bank TD Stock Holding History

Net Worth Advisory Group’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 		$806K Buy
6,640
+100
+2% +$10.9K 0.2% 117
2026
Q1 		$610K Sell
6,540
-431
-6% -$41K 0.13% 174
2025
Q4 		$657K Buy
6,971
+814
+13% +$68.7K 0.13% 167
2025
Q3 		$492K Sell
6,157
-175
-3% -$13.1K 0.14% 167
2025
Q2 		$465K Buy
6,332
+338
+6% +$22.1K 0.1% 204
2025
Q1 		$359K Buy
5,994
+725
+14% +$42.2K 0.11% 207
2024
Q4 		$281K Sell
5,269
-1,899
-26% -$107K 0.09% 270
2024
Q3 		$453K Buy
+7,168
New +$424K 0.13% 186

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Net Worth Advisory Group's TD Position: Q2 2026 in Review

Net Worth Advisory Group increased its Toronto Dominion Bank (TD) stake by 1.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 6,640 shares worth $806K. The position accounts for 0.2% of the portfolio, ranked #117.

Net Worth Advisory Group first reported a position in TD in Q3 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Net Worth Advisory Group held 6,640 shares of Toronto Dominion Bank worth $806K as of Q2 2026.
  • Net Worth Advisory Group bought 100 Toronto Dominion Bank shares in Q2 2026, an estimated $10.9K.
  • Toronto Dominion Bank made up 0.2% of Net Worth Advisory Group's portfolio in Q2 2026, its #117 holding.
  • Net Worth Advisory Group first reported a position in Toronto Dominion Bank in Q3 2024 and has held it in 8 quarters since.
  • 160 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.