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SkyOak Wealth’s Toronto Dominion Bank TD Stock Holding History

SkyOak Wealth’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 		$690K Sell
7,398
-1,000
-12% -$95.1K 0.13% 106
2025
Q4 		$791K Sell
8,398
-87
-1% -$7.35K 0.14% 98
2025
Q3 		$678K Hold
8,485
– – 0.13% 101
2025
Q2 		$623K Hold
8,485
– – 0.13% 105
2025
Q1 		$509K Hold
8,485
– – 0.11% 116
2024
Q4 		$452K Sell
8,485
-2,106
-20% -$118K 0.1% 125
2024
Q3 		$670K Sell
10,591
-82
-0.8% -$4.85K 0.15% 93
2024
Q2 		$587K Buy
10,673
+82
+0.8% +$4.64K 0.14% 106
2024
Q1 		$639K Hold
10,591
– – 0.15% 101
2023
Q4 		$684K Sell
10,591
-800
-7% -$48K 0.18% 98
2023
Q3 		$686K Sell
11,391
-150
-1% -$9.35K 0.2% 89
2023
Q2 		$716K Sell
11,541
-2,413
-17% -$145K 0.2% 95
2023
Q1 		$836K Sell
13,954
-2,500
-15% -$162K 0.26% 83
2022
Q4 		$1.07M Hold
16,454
– – 0.36% 70
2022
Q3 		$1.01M Sell
16,454
-1,000
-6% -$64.7K 0.36% 68
2022
Q2 		$1.15M Hold
17,454
– – 0.39% 68
2022
Q1 		$1.39M Sell
17,454
-3,000
-15% -$242K 0.39% 69
2021
Q4 		$1.57M Sell
20,454
-20
-0.1% -$1.46K 0.4% 69
2021
Q3 		$1.35M Sell
20,474
-400
-2% -$26.7K 0.36% 71
2021
Q2 		$1.46M Hold
20,874
– – 0.39% 67
2021
Q1 		$1.44M Hold
20,874
– – 0.4% 67
2020
Q4 		$1.18M Sell
20,874
-200
-0.9% -$10.1K 0.37% 76
2020
Q3 		$974K Sell
21,074
-356
-2% -$16.6K 0.35% 74
2020
Q2 		$956K Hold
21,430
– – 0.35% 72
2020
Q1 		$908K Hold
21,430
– – 0.46% 51
2019
Q4 		$1.2M Buy
+21,430
New +$1.22M 0.37% 65

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 $33.7B AUM 35.49% 1-Year Est. Return

SkyOak Wealth's TD Position: Q1 2026 in Review

SkyOak Wealth reduced its Toronto Dominion Bank (TD) stake by 12% in Q1 2026, selling an estimated $95.1K and leaving 7,398 shares worth $690K. The position accounts for 0.13% of the portfolio, ranked #106.

SkyOak Wealth first reported a position in TD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.57M in Q4 2021. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • SkyOak Wealth held 7,398 shares of Toronto Dominion Bank worth $690K as of Q1 2026.
  • SkyOak Wealth sold 1,000 Toronto Dominion Bank shares in Q1 2026, an estimated $95.1K.
  • Toronto Dominion Bank made up 0.13% of SkyOak Wealth's portfolio in Q1 2026, its #106 holding.
  • SkyOak Wealth first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's Toronto Dominion Bank position peaked at $1.57M in Q4 2021.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.