Omnia Family Wealth’s Toronto Dominion Bank TD Stock Holding History

Omnia Family Wealth’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	$304K	Hold	2,504	–	–	0.08%	73
2026 Q1	$234K	Hold	2,504	–	–	0.07%	79
2025 Q4	$236K	Hold	2,504	–	–	0.07%	91
2025 Q3	$200K	Buy	+2,504	New	+$188K	0.07%	98
2019 Q2	–	Sell	-2,504	Closed	-$136K	–	469
2019 Q1	$136K	Hold	2,504	–	–	0.07%	110
2018 Q4	$124K	Hold	2,504	–	–	0.07%	110
2018 Q3	$152K	Sell	2,504 -132	-5%	-$7.86K	0.07%	100
2018 Q2	$153K	Hold	2,636	–	–	0.07%	97
2018 Q1	$150K	Hold	2,636	–	–	0.07%	99
2017 Q4	$154K	Sell	2,636 -3,003	-53%	-$172K	0.07%	102
2017 Q3	$317K	Buy	5,639 +24	+0.4%	+$1.26K	0.15%	56
2017 Q2	$283K	Buy	5,615 +24	+0.4%	+$1.16K	0.14%	64
2017 Q1	$280K	Sell	5,591 -145	-3%	-$7.41K	0.14%	68
2016 Q4	$283K	Buy	+5,736	New	+$268K	0.14%	71

Other funds holding TD

TWC

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

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

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Omnia Family Wealth's TD Position: Q2 2026 in Review

Omnia Family Wealth held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 2,504 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #73.

Omnia Family Wealth first reported a position in TD in Q4 2016 and has held it in 14 quarters since. The position peaked at $317K in Q3 2017. 318 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Omnia Family Wealth held 2,504 shares of Toronto Dominion Bank worth $304K as of Q2 2026.
Omnia Family Wealth left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.08% of Omnia Family Wealth's portfolio in Q2 2026, its #73 holding.
Omnia Family Wealth first reported a position in Toronto Dominion Bank in Q4 2016 and has held it in 14 quarters since.
Omnia Family Wealth's Toronto Dominion Bank position peaked at $317K in Q3 2017.
318 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.