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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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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: Q1 2026 in Review

Root Financial Partners increased its Toronto Dominion Bank (TD) stake by 6.2% in Q1 2026, buying an estimated $6.18K and bringing the position to 1,112 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Root Financial Partners first reported a position in TD in Q3 2025 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Root Financial Partners held 1,112 shares of Toronto Dominion Bank worth $104K as of Q1 2026.
  • Root Financial Partners bought 65 Toronto Dominion Bank shares in Q1 2026, an estimated $6.18K.
  • Toronto Dominion Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #549 holding.
  • Root Financial Partners first reported a position in Toronto Dominion Bank in Q3 2025 and has held it in 3 quarters since.
  • 836 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.