Plante Moran Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Plante Moran Financial Advisors’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	-11,578	Closed	-$1.08M	–	1643
2026 Q1	$1.08M	Hold	11,578	–	–	0.07%	40
2025 Q4	$1.09M	Hold	11,578	–	–	0.07%	48
2025 Q3	$926K	Hold	11,578	–	–	0.06%	50
2025 Q2	$850K	Hold	11,578	–	–	0.06%	54
2025 Q1	$694K	Hold	11,578	–	–	0.06%	61
2024 Q4	$616K	Hold	11,578	–	–	0.05%	74
2024 Q3	$732K	Hold	11,578	–	–	0.06%	59
2024 Q2	$636K	Hold	11,578	–	–	0.06%	68
2024 Q1	$699K	Hold	11,578	–	–	0.08%	66
2023 Q4	$748K	Sell	11,578 -83	-0.7%	-$4.98K	0.08%	60
2023 Q3	$703K	Buy	11,661 +83	+0.7%	+$5.17K	0.08%	56
2023 Q2	$718K	Sell	11,578 -834	-7%	-$50.2K	0.09%	55
2023 Q1	$743K	Hold	12,412	–	–	0.1%	55
2022 Q4	$804K	Hold	12,412	–	–	0.12%	55
2022 Q3	$761K	Sell	12,412 -164	-1%	-$10.6K	0.13%	55
2022 Q2	$825K	Buy	12,576 +164	+1%	+$11.9K	0.14%	52
2022 Q1	$986K	Hold	12,412	–	–	0.18%	51
2021 Q4	$952K	Sell	12,412 -202	-2%	-$14.7K	0.16%	56
2021 Q3	$834K	Sell	12,614 -1,000	-7%	-$66.7K	0.19%	61
2021 Q2	$954K	Sell	13,614 -1,118	-8%	-$78.2K	0.23%	52
2021 Q1	$961K	Buy	14,732 +100	+0.7%	+$6.11K	0.26%	50
2020 Q4	$826K	Hold	14,632	–	–	0.26%	53
2020 Q3	$677K	Sell	14,632 -428	-3%	-$19.9K	0.24%	58
2020 Q2	$672K	Sell	15,060 -3,802	-20%	-$162K	0.27%	51
2020 Q1	$800K	Buy	18,862 +5,506	+41%	+$282K	0.37%	41
2019 Q4	$750K	Sell	13,356 -65	-0.5%	-$3.69K	0.26%	54
2019 Q3	$782K	Buy	13,421 +105	+0.8%	+$5.97K	0.23%	59
2019 Q2	$777K	Hold	13,316	–	–	0.24%	56
2019 Q1	$723K	Hold	13,316	–	–	0.22%	59
2018 Q4	$662K	Sell	13,316 -90	-0.7%	-$4.93K	0.23%	60
2018 Q3	$815K	Buy	13,406 +66	+0.5%	+$3.93K	0.27%	53
2018 Q2	$772K	Sell	13,340 -2,058	-13%	-$118K	0.39%	52
2018 Q1	$875K	Buy	15,398 +163	+1%	+$9.54K	0.48%	44
2017 Q4	$892K	Buy	15,235 +226	+2%	+$12.9K	0.49%	43
2017 Q3	$845K	Sell	15,009 -310	-2%	-$16.3K	0.5%	43
2017 Q2	$772K	Buy	15,319 +95	+0.6%	+$4.58K	0.48%	47
2017 Q1	$763K	Buy	15,224 +818	+6%	+$41.8K	0.46%	46
2016 Q4	$711K	Hold	14,406	–	–	0.44%	45
2016 Q3	$640K	Sell	14,406 -20	-0.1%	-$876	0.43%	49
2016 Q2	$619K	Buy	14,426 +152	+1%	+$6.62K	0.45%	43
2016 Q1	$616K	Buy	14,274 +445	+3%	+$17.2K	0.47%	43
2015 Q4	$542K	Sell	13,829 -179	-1%	-$7.25K	0.41%	57
2015 Q3	$552K	Sell	14,008 -1,208	-8%	-$48.1K	0.43%	53
2015 Q2	$647K	Buy	15,216 +1,000	+7%	+$44.8K	0.46%	50
2015 Q1	$609K	Buy	14,216 +217	+2%	+$9.32K	0.42%	54
2014 Q4	$669K	Hold	13,999	–	–	0.49%	43
2014 Q3	$691K	Buy	13,999 +565	+4%	+$29.3K	0.6%	37
2014 Q2	$691K	Buy	13,434 +1,022	+8%	+$49.6K	0.62%	39
2014 Q1	$583K	Hold	12,412	–	–	0.63%	41
2013 Q4	$585K	Sell	12,412 -46	-0.4%	-$2.09K	0.33%	45
2013 Q3	$560K	Buy	12,458 +12,412	+26,983%	+$527K	0.34%	41
2013 Q2	$2K	Buy	+46	New	+$1.85K	﹤0.01%	549

Other funds holding TD

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Plante Moran Financial Advisors's TD Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of Toronto Dominion Bank (TD) in Q2 2026, closing a stake of 11,578 shares — an estimated $1.08M sold.

Plante Moran Financial Advisors first reported a position in TD in Q2 2013 and held it in 52 quarters. The position peaked at $1.09M in Q4 2025. 509 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Plante Moran Financial Advisors reported no remaining Toronto Dominion Bank position as of Q2 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 11,578 Toronto Dominion Bank shares in Q2 2026, an estimated $1.08M.
Plante Moran Financial Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 52 quarters.
Plante Moran Financial Advisors's Toronto Dominion Bank position peaked at $1.09M in Q4 2025.
509 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.