Rise Advisors’s Toronto Dominion Bank TD Stock Holding History

Rise 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
2025 Q3	–	Sell	-30	Closed	-$2.2K	–	1609
2025 Q2	$2.2K	Buy	+30	New	+$1.96K	﹤0.01%	1191
2023 Q4	–	Sell	-79	Closed	-$4.78K	–	666
2023 Q3	$4.78K	Hold	79	–	–	﹤0.01%	381
2023 Q2	$4.88K	Buy	79 +1	+1%	+$60	﹤0.01%	421
2023 Q1	$4.66K	Sell	78 -59	-43%	-$3.81K	﹤0.01%	456
2022 Q4	$8.85K	Buy	137 +2	+1%	+$129	0.01%	367
2022 Q3	$8K	Buy	135 +1	+0.7%	+$65	0.01%	375
2022 Q2	$9K	Buy	134 +1	+0.8%	+$73	0.01%	357
2022 Q1	$11K	Buy	133 +1	+0.8%	+$81	0.01%	316
2021 Q4	$10.1K	Buy	+132	New	+$9.62K	0.01%	325

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Rise Advisors's TD Position: Q3 2025 in Review

Rise Advisors sold out of Toronto Dominion Bank (TD) in Q3 2025, closing a stake of 30 shares — an estimated $2.2K sold.

Rise Advisors first reported a position in TD in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 708 funds tracked by Wall St. Rank hold TD as of Q3 2025.

Rise Advisors reported no remaining Toronto Dominion Bank position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 30 Toronto Dominion Bank shares in Q3 2025, an estimated $2.2K.
Rise Advisors first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 9 quarters.
Rise Advisors's Toronto Dominion Bank position peaked at $11K in Q1 2022.
708 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.