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 Q3	$803K	Buy	6,831 +191	+3%	+$23.1K	0.2%	127
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Net Worth Advisory Group's TD Position: Q3 2026 in Review

Net Worth Advisory Group increased its Toronto Dominion Bank (TD) stake by 2.9% in Q3 2026, buying an estimated $23.1K and bringing the position to 6,831 shares worth $803K. The position accounts for 0.2% of the portfolio, ranked #127.

Net Worth Advisory Group first reported a position in TD in Q3 2024 and has held it in 9 quarters since. The position peaked at $806K in Q2 2026. 500 funds tracked by Wall St. Rank hold TD as of Q3 2026.

Net Worth Advisory Group held 6,831 shares of Toronto Dominion Bank worth $803K as of Q3 2026.
Net Worth Advisory Group bought 191 Toronto Dominion Bank shares in Q3 2026, an estimated $23.1K.
Toronto Dominion Bank made up 0.2% of Net Worth Advisory Group's portfolio in Q3 2026, its #127 holding.
Net Worth Advisory Group first reported a position in Toronto Dominion Bank in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Toronto Dominion Bank position peaked at $806K in Q2 2026.
500 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.