Oakworth Capital’s Toronto Dominion Bank TD Stock Holding History

Oakworth Capital’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 Q2	–	Sell	-300	Closed	-$18K	–	704
2025 Q1	$18K	Hold	300	–	–	﹤0.01%	473
2024 Q4	$16K	Hold	300	–	–	﹤0.01%	480
2024 Q3	$19K	Sell	300 -186	-38%	-$11K	﹤0.01%	456
2024 Q2	$26.7K	Hold	486	–	–	﹤0.01%	417
2024 Q1	$29.3K	Hold	486	–	–	﹤0.01%	384
2023 Q4	$31.4K	Buy	486 +48	+11%	+$2.88K	﹤0.01%	372
2023 Q3	$26.4K	Sell	438 -112	-20%	-$6.98K	﹤0.01%	364
2023 Q2	$34.1K	Buy	550 +300	+120%	+$18K	﹤0.01%	347
2023 Q1	$15K	Hold	250	–	–	﹤0.01%	400
2022 Q4	$16.2K	Hold	250	–	–	﹤0.01%	381
2022 Q3	$15K	Hold	250	–	–	﹤0.01%	411
2022 Q2	$16K	Hold	250	–	–	﹤0.01%	405
2022 Q1	$20K	Hold	250	–	–	﹤0.01%	386
2021 Q4	$19K	Hold	250	–	–	﹤0.01%	427
2021 Q3	$17K	Hold	250	–	–	﹤0.01%	427
2021 Q2	$18K	Hold	250	–	–	﹤0.01%	419
2021 Q1	$16K	Sell	250 -30	-11%	-$1.83K	﹤0.01%	418
2020 Q4	$16K	Hold	280	–	–	﹤0.01%	387
2020 Q3	$13K	Hold	280	–	–	﹤0.01%	408
2020 Q2	$12K	Hold	280	–	–	﹤0.01%	390
2020 Q1	$12K	Hold	280	–	–	﹤0.01%	368
2019 Q4	$16K	Hold	280	–	–	﹤0.01%	393
2019 Q3	$16K	Hold	280	–	–	﹤0.01%	400
2019 Q2	$16K	Hold	280	–	–	﹤0.01%	448
2019 Q1	$15K	Hold	280	–	–	﹤0.01%	415
2018 Q4	$14K	Hold	280	–	–	﹤0.01%	413
2018 Q3	$17K	Hold	280	–	–	﹤0.01%	414
2018 Q2	$16K	Hold	280	–	–	﹤0.01%	425
2018 Q1	$16K	Hold	280	–	–	﹤0.01%	400
2017 Q4	$16K	Hold	280	–	–	﹤0.01%	406
2017 Q3	$15K	Hold	280	–	–	﹤0.01%	435
2017 Q2	$14K	Hold	280	–	–	﹤0.01%	436
2017 Q1	$14K	Hold	280	–	–	﹤0.01%	427
2016 Q4	$13K	Buy	280 +250	+833%	+$11.7K	﹤0.01%	429
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	598
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	579
2016 Q1	$1K	Sell	30 -124	-81%	-$4.79K	﹤0.01%	533
2015 Q4	$6K	Hold	154	–	–	﹤0.01%	402
2015 Q3	$6K	Hold	154	–	–	﹤0.01%	335
2015 Q2	$6K	Hold	154	–	–	﹤0.01%	342
2015 Q1	$7K	Sell	154 -286	-65%	-$12.3K	﹤0.01%	343
2014 Q4	$21K	Buy	440 +30	+7%	+$1.45K	0.01%	264
2014 Q3	$22K	Hold	410	–	–	0.01%	219
2014 Q2	$21K	Hold	410	–	–	0.01%	228
2014 Q1	$19K	Hold	410	–	–	0.01%	232
2013 Q4	$19K	Buy	+410	New	+$18.7K	0.01%	217

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Oakworth Capital's TD Position: Q2 2025 in Review

Oakworth Capital sold out of Toronto Dominion Bank (TD) in Q2 2025, closing a stake of 300 shares — an estimated $18K sold.

Oakworth Capital first reported a position in TD in Q4 2013 and held it in 46 quarters. The position peaked at $34.1K in Q2 2023. 683 funds tracked by Wall St. Rank hold TD as of Q2 2025.

Oakworth Capital reported no remaining Toronto Dominion Bank position as of Q2 2025 after selling out during the quarter.
Oakworth Capital sold 300 Toronto Dominion Bank shares in Q2 2025, an estimated $18K.
Oakworth Capital first reported a position in Toronto Dominion Bank in Q4 2013 and held it in 46 quarters.
Oakworth Capital's Toronto Dominion Bank position peaked at $34.1K in Q2 2023.
683 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.