OSAM
TD icon

O'Shaughnessy Asset Management’s Toronto Dominion Bank TD Stock Holding History

O'Shaughnessy Asset 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 		$14.9M Buy
122,827
+16,789
+16% +$1.84M 0.07% 283
2026
Q1 		$9.89M Sell
106,038
-279,582
-73% -$26.6M 0.05% 381
2025
Q4 		$36.3M Buy
385,620
+21,340
+6% +$1.8M 0.2% 104
2025
Q3 		$29.1M Buy
364,280
+52,270
+17% +$3.92M 0.17% 124
2025
Q2 		$23M Buy
312,010
+111,362
+56% +$7.27M 0.16% 147
2025
Q1 		$12M Buy
200,648
+29,469
+17% +$1.72M 0.1% 242
2024
Q4 		$9.1M Sell
171,179
-38,208
-18% -$2.14M 0.08% 268
2024
Q3 		$12.1M Sell
209,387
-7,040
-3% -$416K 0.11% 211
2024
Q2 		$11.9M Sell
216,427
-35,518
-14% -$2.01M 0.12% 179
2024
Q1 		$15.2M Sell
251,945
-2,058
-0.8% -$124K 0.17% 131
2023
Q4 		$16.4M Buy
254,003
+37,393
+17% +$2.24M 0.22% 106
2023
Q3 		$13.1M Sell
216,610
-16,513
-7% -$1.03M 0.19% 128
2023
Q2 		$14.4M Sell
233,123
-20,678
-8% -$1.24M 0.21% 124
2023
Q1 		$15.2M Sell
253,801
-14,891
-6% -$962K 0.24% 114
2022
Q4 		$17.4M Sell
268,692
-31,584
-11% -$2.04M 0.28% 100
2022
Q3 		$18.4M Sell
300,276
-110,481
-27% -$7.15M 0.35% 80
2022
Q2 		$26.9M Sell
410,757
-68,384
-14% -$4.97M 0.5% 51
2022
Q1 		$38M Buy
479,141
+14,232
+3% +$1.15M 0.63% 35
2021
Q4 		$35.7M Buy
464,909
+407,604
+711% +$29.7M 0.63% 40
2021
Q3 		$3.79M Sell
57,305
-190,314
-77% -$12.7M 0.08% 219
2021
Q2 		$17.4M Buy
247,619
+6,462
+3% +$452K 0.35% 83
2021
Q1 		$15.7M Buy
241,157
+219,714
+1,025% +$13.4M 0.35% 81
2020
Q4 		$1.21M Buy
21,443
+1,671
+8% +$84.7K 0.03% 301
2020
Q3 		$914K Buy
19,772
+7,153
+57% +$333K 0.03% 310
2020
Q2 		$563K Buy
12,619
+10,739
+571% +$457K 0.02% 377
2020
Q1 		$80K Sell
1,880
-893
-32% -$45.8K ﹤0.01% 679
2019
Q4 		$156K Buy
2,773
+2,768
+55,360% +$157K ﹤0.01% 679
2019
Q3 		$0 Buy
5
+2
+67% +$114 ﹤0.01% 1233
2019
Q2 		$0 Sell
3
-58,259
-100% -$3.28M ﹤0.01% 1209
2019
Q1 		$3.14M Sell
58,262
-113,798
-66% -$6.29M 0.07% 152
2018
Q4 		$8.56M Sell
172,060
-146,336
-46% -$8.01M 0.22% 87
2018
Q3 		$19.1M Sell
318,396
-27,899
-8% -$1.66M 0.39% 59
2018
Q2 		$19.9M Sell
346,295
-88,604
-20% -$5.07M 0.42% 56
2018
Q1 		$24.7M Sell
434,899
-35,201
-7% -$2.06M 0.54% 53
2017
Q4 		$27.6M Sell
470,100
-1,417
-0.3% -$81K 0.64% 42
2017
Q3 		$26.5M Buy
471,517
+11,459
+2% +$602K 0.62% 47
2017
Q2 		$23.1M Buy
460,058
+9,579
+2% +$462K 0.54% 46
2017
Q1 		$22.5M Buy
450,479
+276,602
+159% +$14.1M 0.53% 50
2016
Q4 		$8.59M Buy
173,877
+89,850
+107% +$4.2M 0.2% 86
2016
Q3 		$3.74M Hold
84,027
– – 0.09% 153
2016
Q2 		$3.59M Sell
84,027
-19
-0% -$827 0.09% 152
2016
Q1 		$3.65M Sell
84,046
-114,833
-58% -$4.43M 0.09% 144
2015
Q4 		$7.78M Sell
198,879
-167,601
-46% -$6.78M 0.19% 99
2015
Q3 		$14.9M Buy
366,480
+202,730
+124% +$8.07M 0.31% 77
2015
Q2 		$6.96M Buy
163,750
+20,333
+14% +$910K 0.14% 132
2015
Q1 		$6.13M Buy
143,417
+41,129
+40% +$1.77M 0.12% 140
2014
Q4 		$5.01M Buy
+102,288
New +$4.93M 0.1% 150

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

O'Shaughnessy Asset Management's TD Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Toronto Dominion Bank (TD) stake by 16% in Q2 2026, buying an estimated $1.84M and bringing the position to 122,827 shares worth $14.9M. The position accounts for 0.07% of the portfolio, ranked #283.

O'Shaughnessy Asset Management first reported a position in TD in Q4 2014 and has held it in 47 quarters since. The position peaked at $38M in Q1 2022. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • O'Shaughnessy Asset Management held 122,827 shares of Toronto Dominion Bank worth $14.9M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 16,789 Toronto Dominion Bank shares in Q2 2026, an estimated $1.84M.
  • Toronto Dominion Bank made up 0.07% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #283 holding.
  • O'Shaughnessy Asset Management first reported a position in Toronto Dominion Bank in Q4 2014 and has held it in 47 quarters since.
  • O'Shaughnessy Asset Management's Toronto Dominion Bank position peaked at $38M in Q1 2022.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.