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Old North State Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Old North State 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
Q2 		$436K Buy
3,593
+20
+0.6% +$2.19K 0.19% 83
2026
Q1 		$333K Buy
3,573
+22
+0.6% +$2.09K 0.15% 93
2025
Q4 		$335K Sell
3,551
-86
-2% -$7.26K 0.16% 93
2025
Q3 		$291K Buy
3,637
+28
+0.8% +$2.1K 0.14% 104
2025
Q2 		$265K Sell
3,609
-384
-10% -$25.1K 0.14% 102
2025
Q1 		$239K Buy
+3,993
New +$232K 0.13% 99
2024
Q4 		– Sell
-3,317
Closed -$210K – 115
2024
Q3 		$210K Buy
+3,317
New +$196K 0.12% 108
2022
Q2 		– Sell
-2,685
Closed -$213K – 61
2022
Q1 		$213K Buy
2,685
+23
+0.9% +$1.85K 0.21% 58
2021
Q4 		$204K Buy
+2,662
New +$194K 0.21% 56

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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 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

Old North State Wealth Management's TD Position: Q2 2026 in Review

Old North State Wealth Management increased its Toronto Dominion Bank (TD) stake by 0.56% in Q2 2026, buying an estimated $2.19K and bringing the position to 3,593 shares worth $436K. The position accounts for 0.19% of the portfolio, ranked #83.

Old North State Wealth Management first reported a position in TD in Q4 2021 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Old North State Wealth Management held 3,593 shares of Toronto Dominion Bank worth $436K as of Q2 2026.
  • Old North State Wealth Management bought 20 Toronto Dominion Bank shares in Q2 2026, an estimated $2.19K.
  • Toronto Dominion Bank made up 0.19% of Old North State Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Old North State Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 9 quarters since.
  • 186 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.