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SageView Advisory Group’s Toronto Dominion Bank TD Stock Holding History

SageView Advisory Group’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 		– Sell
-124
Closed -$11.7K – 2226
2025
Q4 		$11.7K Buy
+124
New +$10.5K ﹤0.01% 1659
2024
Q2 		– Sell
-15,640
Closed -$2.55M – 757
2024
Q1 		$2.55M Buy
+15,640
New +$945K 0.13% 97

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SageView Advisory Group's TD Position: Q1 2026 in Review

SageView Advisory Group sold out of Toronto Dominion Bank (TD) in Q1 2026, closing a stake of 124 shares — an estimated $11.7K sold.

SageView Advisory Group first reported a position in TD in Q1 2024 and held it in 2 quarters. The position peaked at $2.55M in Q1 2024. 842 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • SageView Advisory Group reported no remaining Toronto Dominion Bank position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 124 Toronto Dominion Bank shares in Q1 2026, an estimated $11.7K.
  • SageView Advisory Group first reported a position in Toronto Dominion Bank in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Toronto Dominion Bank position peaked at $2.55M in Q1 2024.
  • 842 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.