SlateStone Wealth’s Toronto Dominion Bank TD Stock Holding History

SlateStone 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 Q2	$673K	Hold	5,544	–	–	0.05%	205
2026 Q1	$517K	Hold	5,544	–	–	0.04%	213
2025 Q4	$522K	Hold	5,544	–	–	0.04%	211
2025 Q3	$443K	Hold	5,544	–	–	0.04%	217
2025 Q2	$407K	Hold	5,544	–	–	0.04%	224
2025 Q1	$332K	Hold	5,544	–	–	0.03%	232
2024 Q4	$295K	Sell	5,544 -116	-2%	-$6.51K	0.03%	245
2024 Q3	$358K	Hold	5,660	–	–	0.03%	230
2024 Q2	$311K	Buy	5,660 +116	+2%	+$6.57K	0.03%	239
2024 Q1	$335K	Hold	5,544	–	–	0.03%	229
2023 Q4	$358K	Sell	5,544 -200	-3%	-$12K	0.05%	189
2023 Q3	$346K	Hold	5,744	–	–	0.05%	186
2023 Q2	$356K	Hold	5,744	–	–	0.07%	164
2023 Q1	$344K	Hold	5,744	–	–	0.07%	167
2022 Q4	$372K	Hold	5,744	–	–	0.09%	136
2022 Q3	$352K	Buy	5,744 +200	+4%	+$12.9K	0.09%	138
2022 Q2	$364K	Hold	5,544	–	–	0.09%	135
2022 Q1	$440K	Hold	5,544	–	–	0.1%	122
2021 Q4	$425K	Buy	+5,544	New	+$404K	0.09%	128

Other funds holding TD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

SlateStone Wealth's TD Position: Q2 2026 in Review

SlateStone Wealth held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 5,544 shares worth $673K. The position accounts for 0.05% of the portfolio, ranked #205.

SlateStone Wealth first reported a position in TD in Q4 2021 and has held it in 19 quarters since. 212 funds tracked by Wall St. Rank hold TD as of Q2 2026.

SlateStone Wealth held 5,544 shares of Toronto Dominion Bank worth $673K as of Q2 2026.
SlateStone Wealth left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.05% of SlateStone Wealth's portfolio in Q2 2026, its #205 holding.
SlateStone Wealth first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 19 quarters since.
212 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.