Pines Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Pines Wealth 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 Q1	$351K	Sell	3,758 -177	-4%	-$16.8K	0.11%	161
2025 Q4	$371K	Sell	3,935 -1,069	-21%	-$90.3K	0.12%	155
2025 Q3	$400K	Sell	5,004 -428	-8%	-$32.1K	0.13%	153
2025 Q2	$408K	Sell	5,432 -168	-3%	-$11K	0.14%	150
2025 Q1	$313K	Buy	5,600 +537	+11%	+$31.3K	0.14%	153
2024 Q4	$274K	Buy	+5,063	New	+$284K	0.12%	169

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Pines Wealth Management's TD Position: Q1 2026 in Review

Pines Wealth Management reduced its Toronto Dominion Bank (TD) stake by 4.5% in Q1 2026, selling an estimated $16.8K and leaving 3,758 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #161.

Pines Wealth Management first reported a position in TD in Q4 2024 and has held it in 6 quarters since. The position peaked at $408K in Q2 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Pines Wealth Management held 3,758 shares of Toronto Dominion Bank worth $351K as of Q1 2026.
Pines Wealth Management sold 177 Toronto Dominion Bank shares in Q1 2026, an estimated $16.8K.
Toronto Dominion Bank made up 0.11% of Pines Wealth Management's portfolio in Q1 2026, its #161 holding.
Pines Wealth Management first reported a position in Toronto Dominion Bank in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's Toronto Dominion Bank position peaked at $408K in Q2 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.