Orion Portfolio Solutions’s Toronto Dominion Bank TD Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.28M	Buy	21,346 +6,321	+42%	+$368K	0.01%	946
2024 Q4	$800K	Sell	15,025 -4,838	-24%	-$271K	0.01%	1157
2024 Q3	$1.26M	Buy	19,863 +8,152	+70%	+$482K	0.01%	925
2024 Q2	$644K	Sell	11,711 -2,071	-15%	-$117K	0.01%	1193
2024 Q1	$832K	Sell	13,782 -700	-5%	-$42.3K	0.01%	1065
2023 Q4	$942K	Sell	14,482 -1,653	-10%	-$99.1K	0.01%	971
2023 Q3	$972K	Sell	16,135 -1,158	-7%	-$72.2K	0.01%	941
2023 Q2	$1.07M	Sell	17,293 -387	-2%	-$23.3K	0.01%	923
2023 Q1	$1.06M	Buy	+17,680	New	+$1.14M	0.01%	852
2020 Q3	–	Sell	-627	Closed	-$28K	–	1865
2020 Q2	$28K	Hold	627	–	–	﹤0.01%	860
2020 Q1	$27K	Buy	627 +273	+77%	+$14K	﹤0.01%	753
2019 Q4	$20K	Buy	+354	New	+$20.1K	﹤0.01%	778

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

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Orion Portfolio Solutions's TD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Toronto Dominion Bank (TD) stake by 42% in Q1 2025, buying an estimated $368K and bringing the position to 21,346 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #946.

Orion Portfolio Solutions first reported a position in TD in Q4 2019 and has held it in 12 quarters since. 636 funds tracked by Wall St. Rank hold TD as of Q1 2025.

Orion Portfolio Solutions held 21,346 shares of Toronto Dominion Bank worth $1.28M as of Q1 2025.
Orion Portfolio Solutions bought 6,321 Toronto Dominion Bank shares in Q1 2025, an estimated $368K.
Toronto Dominion Bank made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #946 holding.
Orion Portfolio Solutions first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 12 quarters since.
636 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.