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

Puff 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
Q3 		$303K Sell
2,580
-100
-4% -$12.1K 0.29% 64
2026
Q2 		$325K Buy
+2,680
New +$293K 0.33% 63

Other funds holding TD

AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CI
Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Puff Wealth Management's TD Position: Q3 2026 in Review

Puff Wealth Management reduced its Toronto Dominion Bank (TD) stake by 3.7% in Q3 2026, selling an estimated $12.1K and leaving 2,580 shares worth $303K. The position accounts for 0.29% of the portfolio, ranked #64.

Puff Wealth Management first reported a position in TD in Q2 2026 and has held it in 2 quarters since. The position peaked at $325K in Q2 2026. 83 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Puff Wealth Management held 2,580 shares of Toronto Dominion Bank worth $303K as of Q3 2026.
  • Puff Wealth Management sold 100 Toronto Dominion Bank shares in Q3 2026, an estimated $12.1K.
  • Toronto Dominion Bank made up 0.29% of Puff Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Puff Wealth Management first reported a position in Toronto Dominion Bank in Q2 2026 and has held it in 2 quarters since.
  • Puff Wealth Management's Toronto Dominion Bank position peaked at $325K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.