Security National Bank of Sioux City Iowa’s Toronto Dominion Bank TD Stock Holding History

Security National Bank of Sioux City Iowa’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
2024 Q4	–	Sell	-24,162	Closed	-$1.53M	–	106
2024 Q3	$1.53M	Buy	24,162 +1,042	+5%	+$61.6K	0.93%	44
2024 Q2	$1.27M	Sell	23,120 -272	-1%	-$15.4K	0.92%	47
2024 Q1	$1.41M	Buy	23,392 +232	+1%	+$14K	1%	45
2023 Q4	$1.5M	Sell	23,160 -200	-0.9%	-$12K	1.13%	38
2023 Q3	$1.41M	Sell	23,360 -565	-2%	-$35.2K	1.1%	38
2023 Q2	$1.48M	Buy	+23,925	New	+$1.44M	1.12%	38
2022 Q4	$1.66M	Sell	25,582 -25	-0.1%	-$1.61K	1.27%	33
2022 Q3	$1.57M	Buy	25,607 +40	+0.2%	+$2.59K	1.4%	29
2022 Q2	$1.68M	Buy	25,567 +20	+0.1%	+$1.45K	1.43%	32
2022 Q1	$2.03M	Sell	25,547 -2,248	-8%	-$181K	1.51%	28
2021 Q4	$2.13M	Sell	27,795 -115	-0.4%	-$8.38K	1.46%	24
2021 Q3	$1.85M	Buy	27,910 +4,857	+21%	+$324K	1.42%	28
2021 Q2	$1.61M	Sell	23,053 -3,810	-14%	-$267K	1.27%	32
2021 Q1	$1.75M	Sell	26,863 -226	-0.8%	-$13.8K	1.41%	28
2020 Q4	$1.53M	Buy	27,089 +3,505	+15%	+$178K	1.31%	31
2020 Q3	$1.09M	Sell	23,584 -755	-3%	-$35.2K	1.02%	40
2020 Q2	$1.09M	Buy	24,339 +460	+2%	+$19.6K	1.17%	37
2020 Q1	$1.01M	Buy	23,879 +2,602	+12%	+$133K	1.31%	35
2019 Q4	$1.2M	Buy	21,277 +3,910	+23%	+$222K	1.17%	31
2019 Q3	$1.01M	Sell	17,367 -220	-1%	-$12.5K	1.16%	34
2019 Q2	$1.03M	Sell	17,587 -587	-3%	-$33K	1.21%	28
2019 Q1	$987K	Sell	18,174 -4,475	-20%	-$247K	1.14%	34
2018 Q4	$1.13M	Buy	22,649 +215	+1%	+$11.8K	1.17%	36
2018 Q3	$1.36M	Buy	22,434 +25	+0.1%	+$1.49K	1.2%	39
2018 Q2	$1.3M	Sell	22,409 -85	-0.4%	-$4.86K	1.22%	40
2018 Q1	$1.28M	Buy	22,494 +1,735	+8%	+$102K	1.2%	40
2017 Q4	$1.22M	Sell	20,759 -229	-1%	-$13.1K	1.1%	43
2017 Q3	$1.18M	Buy	20,988 +505	+2%	+$26.5K	1.16%	41
2017 Q2	$1.03M	Hold	20,483	–	–	1.01%	48
2017 Q1	$1.03M	Sell	20,483 -144	-0.7%	-$7.36K	1.01%	48
2016 Q4	$1.02M	Buy	20,627 +2,532	+14%	+$118K	1.06%	47
2016 Q3	$803K	Sell	18,095 -350	-2%	-$15.3K	0.9%	52
2016 Q2	$792K	Buy	18,445 +940	+5%	+$40.9K	0.9%	52
2016 Q1	$755K	Sell	17,505 -10,390	-37%	-$401K	0.88%	54
2015 Q4	$1.09M	Buy	27,895 +1,630	+6%	+$66K	1.08%	41
2015 Q3	$1.03M	Sell	26,265 -170	-0.6%	-$6.77K	1.22%	40
2015 Q2	$1.12M	Sell	26,435 -300	-1%	-$13.4K	1.23%	46
2015 Q1	$1.15M	Buy	+26,735	New	+$1.15M	1.23%	45

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Security National Bank of Sioux City Iowa's TD Position: Q4 2024 in Review

Security National Bank of Sioux City Iowa sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 24,162 shares — an estimated $1.53M sold.

Security National Bank of Sioux City Iowa first reported a position in TD in Q1 2015 and held it in 38 quarters. The position peaked at $2.13M in Q4 2021. 640 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Security National Bank of Sioux City Iowa reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 24,162 Toronto Dominion Bank shares in Q4 2024, an estimated $1.53M.
Security National Bank of Sioux City Iowa first reported a position in Toronto Dominion Bank in Q1 2015 and held it in 38 quarters.
Security National Bank of Sioux City Iowa's Toronto Dominion Bank position peaked at $2.13M in Q4 2021.
640 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2024, filed 14 Feb 2025.