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PDS Planning’s Toronto Dominion Bank TD Stock Holding History

PDS Planning’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
Q1 		$730K Sell
7,828
-39
-0.5% -$3.71K 0.05% 192
2025
Q4 		$741K Buy
7,867
+59
+0.8% +$4.98K 0.05% 186
2025
Q3 		$624K Buy
7,808
+169
+2% +$12.7K 0.04% 205
2025
Q2 		$561K Buy
7,639
+675
+10% +$44.1K 0.04% 211
2025
Q1 		$417K Buy
6,964
+1,208
+21% +$70.3K 0.04% 244
2024
Q4 		$306K Sell
5,756
-601
-9% -$33.7K 0.03% 288
2024
Q3 		$402K Buy
6,357
+441
+7% +$26.1K 0.04% 231
2024
Q2 		$325K Sell
5,916
-231
-4% -$13.1K 0.03% 243
2024
Q1 		$371K Buy
6,147
+284
+5% +$17.2K 0.04% 212
2023
Q4 		$379K Sell
5,863
-115
-2% -$6.89K 0.04% 191
2023
Q3 		$360K Buy
5,978
+924
+18% +$57.6K 0.05% 185
2023
Q2 		$313K Sell
5,054
-296
-6% -$17.8K 0.04% 206
2023
Q1 		$320K Buy
5,350
+1,452
+37% +$93.8K 0.04% 182
2022
Q4 		$252K Sell
3,898
-607
-13% -$39.2K 0.04% 166
2022
Q3 		$276K Buy
4,505
+913
+25% +$59.1K 0.05% 143
2022
Q2 		$236K Buy
3,592
+896
+33% +$65.1K 0.04% 168
2022
Q1 		$214K Buy
+2,696
New +$217K 0.04% 197

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

PDS Planning's TD Position: Q1 2026 in Review

PDS Planning reduced its Toronto Dominion Bank (TD) stake by 0.5% in Q1 2026, selling an estimated $3.71K and leaving 7,828 shares worth $730K. The position accounts for 0.05% of the portfolio, ranked #192.

PDS Planning first reported a position in TD in Q1 2022 and has held it in 17 quarters since. The position peaked at $741K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • PDS Planning held 7,828 shares of Toronto Dominion Bank worth $730K as of Q1 2026.
  • PDS Planning sold 39 Toronto Dominion Bank shares in Q1 2026, an estimated $3.71K.
  • Toronto Dominion Bank made up 0.05% of PDS Planning's portfolio in Q1 2026, its #192 holding.
  • PDS Planning first reported a position in Toronto Dominion Bank in Q1 2022 and has held it in 17 quarters since.
  • PDS Planning's Toronto Dominion Bank position peaked at $741K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.