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Root Financial Partners’s Toronto Dominion Bank TD Stock Holding History

Root Financial Partners’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
-1,112
Closed -$104K – 2880
2026
Q1 		$104K Buy
1,112
+65
+6% +$6.18K ﹤0.01% 549
2025
Q4 		$98.6K Buy
1,047
+12
+1% +$1.01K 0.01% 471
2025
Q3 		$82.7K Buy
+1,035
New +$77.7K 0.01% 506

Other funds holding TD

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
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

Root Financial Partners's TD Position: Q2 2026 in Review

Root Financial Partners sold out of Toronto Dominion Bank (TD) in Q2 2026, closing a stake of 1,112 shares — an estimated $104K sold.

Root Financial Partners first reported a position in TD in Q3 2025 and held it in 3 quarters. The position peaked at $104K in Q1 2026. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Root Financial Partners reported no remaining Toronto Dominion Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,112 Toronto Dominion Bank shares in Q2 2026, an estimated $104K.
  • Root Financial Partners first reported a position in Toronto Dominion Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Toronto Dominion Bank position peaked at $104K in Q1 2026.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.