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Sax Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Sax Wealth 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
2026
Q2 		$284K Hold
3,048
– – 0.01% 456
2026
Q1 		$287K Hold
3,048
– – 0.01% 401
2025
Q4 		$287K Hold
3,048
– – 0.01% 408
2025
Q3 		$244K Hold
3,048
– – 0.01% 390
2025
Q2 		$224K Buy
+3,048
New +$199K 0.01% 397
2023
Q3 		– Sell
-3,285
Closed -$204K – 184
2023
Q2 		$204K Sell
3,285
-1,057
-24% -$63.6K 0.04% 166
2023
Q1 		$260K Sell
4,342
-1,731
-29% -$112K 0.06% 146
2022
Q4 		$393K Sell
6,073
-2,117
-26% -$137K 0.09% 117
2022
Q3 		$502K Hold
8,190
– – 0.13% 96
2022
Q2 		$537K Hold
8,190
– – 0.14% 99
2022
Q1 		$650K Sell
8,190
-1
-0% -$81 0.16% 85
2021
Q4 		$628K Buy
8,191
+1,968
+32% +$143K 0.13% 104
2021
Q3 		$412K Sell
6,223
-133
-2% -$8.87K 0.1% 109
2021
Q2 		$445K Buy
6,356
+133
+2% +$9.3K 0.15% 100
2021
Q1 		$406K Buy
6,223
+1,731
+39% +$106K 0.15% 97
2020
Q4 		$253K Buy
+4,492
New +$228K 0.12% 109

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Sax Wealth Advisors's TD Position: Q2 2026 in Review

Sax Wealth Advisors held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 3,048 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #456.

Sax Wealth Advisors first reported a position in TD in Q4 2020 and has held it in 16 quarters since. The position peaked at $650K in Q1 2022. 186 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Sax Wealth Advisors held 3,048 shares of Toronto Dominion Bank worth $284K as of Q2 2026.
  • Sax Wealth Advisors left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #456 holding.
  • Sax Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 16 quarters since.
  • Sax Wealth Advisors's Toronto Dominion Bank position peaked at $650K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.