Nicola Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Nicola Wealth Management’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 Q1	$17.2M	Sell	183,802 -179,500	-49%	-$17.1M	2.06%	19
2025 Q4	$34.2M	Sell	363,302 -63,900	-15%	-$5.4M	3.12%	4
2025 Q3	$34.2M	Sell	427,202 -190,400	-31%	-$14.3M	3.04%	4
2025 Q2	$45.4M	Buy	617,602 +107,600	+21%	+$7.02M	4.26%	2
2025 Q1	$30.6M	Hold	510,002	–	–	2.98%	2
2024 Q4	$39M	Buy	510,002 +68,400	+15%	+$3.84M	3.7%	1
2024 Q3	$37.8M	Buy	441,602 +99,600	+29%	+$5.89M	3%	2
2024 Q2	$25.7M	Hold	342,002	–	–	2.3%	8
2024 Q1	$28M	Buy	342,002 +30,800	+10%	+$1.86M	2.71%	4
2023 Q4	$26.6M	Sell	311,202 -96,498	-24%	-$5.79M	2.8%	4
2023 Q3	$33.4M	Buy	407,700 +44,100	+12%	+$2.75M	3.6%	2
2023 Q2	$22.5M	Buy	363,600 +60,600	+20%	+$3.65M	2.22%	9
2023 Q1	$18.1M	Hold	303,000	–	–	1.79%	19
2022 Q4	$19.6M	Hold	303,000	–	–	1.99%	15
2022 Q3	$18.7M	Hold	303,000	–	–	2.06%	8
2022 Q2	$19.9M	Sell	303,000 -15,300	-5%	-$1.11M	1.9%	10
2022 Q1	$25.2M	Sell	318,300 -62,000	-16%	-$5M	2.22%	6
2021 Q4	$29.2M	Sell	380,300 -62,700	-14%	-$4.57M	2.74%	3
2021 Q3	$29.2M	Sell	443,000 -2,600	-0.6%	-$173K	3%	3
2021 Q2	$31.3M	Sell	445,600 -2,000	-0.4%	-$140K	3.2%	2
2021 Q1	$29.2M	Sell	447,600 -50,000	-10%	-$3.05M	3.26%	1
2020 Q4	$28.1M	Sell	497,600 -21,000	-4%	-$1.06M	3.49%	2
2020 Q3	$24M	Buy	518,600 +124,000	+31%	+$5.77M	3.42%	2
2020 Q2	$17.6M	Buy	394,600 +31,000	+9%	+$1.32M	2.44%	4
2020 Q1	$21.8M	Buy	363,600 +40,000	+12%	+$2.05M	3.27%	3
2019 Q4	$23.6M	Buy	323,600 +19,000	+6%	+$1.08M	3.55%	1
2019 Q3	$23.5M	Hold	304,600	–	–	3.69%	1
2019 Q2	$23.3M	Hold	304,600	–	–	3.87%	1
2019 Q1	$22.1M	Sell	304,600 -17,000	-5%	-$940K	3.3%	1
2018 Q4	$21.8M	Sell	321,600 -10,000	-3%	-$547K	3.6%	1
2018 Q3	$26M	Sell	331,600 -12,000	-3%	-$715K	4.47%	1
2018 Q2	$26.1M	Hold	343,600	–	–	5.08%	1
2018 Q1	$25.1M	Buy	+343,600	New	+$20.1M	5.05%	1

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Nicola Wealth Management's TD Position: Q1 2026 in Review

Nicola Wealth Management reduced its Toronto Dominion Bank (TD) stake by 49% in Q1 2026, selling an estimated $17.1M and leaving 183,802 shares worth $17.2M. The position accounts for 2.06% of the portfolio, ranked #19.

Nicola Wealth Management first reported a position in TD in Q1 2018 and has held it in 33 quarters since. The position peaked at $45.4M in Q2 2025. 837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Nicola Wealth Management held 183,802 shares of Toronto Dominion Bank worth $17.2M as of Q1 2026.
Nicola Wealth Management sold 179,500 Toronto Dominion Bank shares in Q1 2026, an estimated $17.1M.
Toronto Dominion Bank made up 2.06% of Nicola Wealth Management's portfolio in Q1 2026, its #19 holding.
Nicola Wealth Management first reported a position in Toronto Dominion Bank in Q1 2018 and has held it in 33 quarters since.
Nicola Wealth Management's Toronto Dominion Bank position peaked at $45.4M in Q2 2025.
837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.