Root Financial Partners
TD icon

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
Q3 		$144K Buy
+1,228
New +$148K ﹤0.01% 573
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

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Root Financial Partners's TD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Toronto Dominion Bank (TD) in Q3 2026: 1,228 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TD as recently as Q1 2026.

Root Financial Partners first reported a position in TD in Q3 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Root Financial Partners held 1,228 shares of Toronto Dominion Bank worth $144K as of Q3 2026.
  • Toronto Dominion Bank was a new Root Financial Partners position in Q3 2026.
  • Toronto Dominion Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #573 holding.
  • Root Financial Partners first reported a position in Toronto Dominion Bank in Q3 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.