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Patriot Financial Group Insurance Agency’s Toronto Dominion Bank TD Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-2,270
Closed -$212K – 668
2026
Q1 		$212K Buy
+2,270
New +$216K 0.01% 654
2022
Q3 		– Sell
-1,900
Closed -$125K – 1793
2022
Q2 		$125K Buy
1,900
+10
+0.5% +$726 0.03% 489
2022
Q1 		$150K Sell
1,890
-1,059
-36% -$85.3K 0.03% 472
2021
Q4 		$226K Sell
2,949
-416
-12% -$30.3K 0.04% 419
2021
Q3 		$223K Sell
3,365
-199
-6% -$13.3K 0.04% 427
2021
Q2 		$250K Sell
3,564
-274
-7% -$19.2K 0.05% 380
2021
Q1 		$250K Hold
3,838
– – 0.06% 335
2020
Q4 		$217K Buy
3,838
+1,710
+80% +$86.7K 0.05% 330
2020
Q3 		$98K Hold
2,128
– – 0.03% 394
2020
Q2 		$95K Hold
2,128
– – 0.04% 358
2020
Q1 		$90K Hold
2,128
– – 0.04% 336
2019
Q4 		$119K Hold
2,128
– – 0.04% 314
2019
Q3 		$124K Hold
2,128
– – 0.06% 279
2019
Q2 		$125K Buy
2,128
+626
+42% +$35.2K 0.05% 272
2019
Q1 		$82K Buy
1,502
+600
+67% +$33.2K 0.04% 311
2018
Q4 		$45K Buy
902
+180
+25% +$9.85K 0.03% 344
2018
Q3 		$44K Buy
+722
New +$43K 0.03% 322
2018
Q2 		– Sell
-1,690
Closed -$95K – 894
2018
Q1 		$95K Buy
1,690
+150
+10% +$8.78K 0.07% 219
2017
Q4 		$92K Sell
1,540
-150
-9% -$8.57K 0.07% 222
2017
Q3 		$95K Hold
1,690
– – 0.08% 182
2017
Q2 		$86K Hold
1,690
– – 0.09% 177
2017
Q1 		$84K Hold
1,690
– – 0.09% 168
2016
Q4 		$86K Buy
+1,690
New +$79K 0.12% 154

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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

Patriot Financial Group Insurance Agency's TD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Toronto Dominion Bank (TD) in Q2 2026, closing a stake of 2,270 shares — an estimated $212K sold.

Patriot Financial Group Insurance Agency first reported a position in TD in Q4 2016 and held it in 23 quarters. The position peaked at $250K in Q2 2021. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Toronto Dominion Bank position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,270 Toronto Dominion Bank shares in Q2 2026, an estimated $212K.
  • Patriot Financial Group Insurance Agency first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Toronto Dominion Bank position peaked at $250K in Q2 2021.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.