SVWAG
TD icon

Sound View Wealth Advisors Group’s Toronto Dominion Bank TD Stock Holding History

Sound View Wealth Advisors 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 		$328K Sell
3,513
-17
-0.5% -$1.62K 0.02% 331
2025
Q4 		$333K Hold
3,530
– – 0.02% 340
2025
Q3 		$282K Hold
3,530
– – 0.02% 360
2025
Q2 		$259K Sell
3,530
-19
-0.5% -$1.24K 0.02% 370
2025
Q1 		$213K Sell
3,549
-271
-7% -$15.8K 0.02% 384
2024
Q4 		$203K Hold
3,820
– – 0.02% 401
2024
Q3 		$242K Buy
+3,820
New +$226K 0.02% 369
2024
Q2 		– Sell
-3,558
Closed -$215K – 371
2024
Q1 		$215K Sell
3,558
-262
-7% -$15.8K 0.02% 351
2023
Q4 		$247K Hold
3,820
– – 0.03% 336
2023
Q3 		$230K Hold
3,820
– – 0.03% 329
2023
Q2 		$237K Hold
3,820
– – 0.03% 320
2023
Q1 		$229K Hold
3,820
– – 0.03% 329
2022
Q4 		$247K Sell
3,820
-83
-2% -$5.36K 0.03% 336
2022
Q3 		$239K Sell
3,903
-51
-1% -$3.3K 0.05% 240
2022
Q2 		$259K Hold
3,954
– – 0.05% 236
2022
Q1 		$314K Hold
3,954
– – 0.06% 233
2021
Q4 		$303K Sell
3,954
-500
-11% -$36.5K 0.06% 240
2021
Q3 		$295K Buy
4,454
+368
+9% +$24.5K 0.06% 233
2021
Q2 		$286K Sell
4,086
-406
-9% -$28.4K 0.06% 241
2021
Q1 		$293K Sell
4,492
-16
-0.4% -$977 0.07% 223
2020
Q4 		$254K Sell
4,508
-973
-18% -$49.3K 0.06% 223
2020
Q3 		$253K Sell
5,481
-1,175
-18% -$54.7K 0.07% 215
2020
Q2 		$297K Sell
6,656
-2,523
-27% -$107K 0.08% 188
2020
Q1 		$389K Sell
9,179
-2,644
-22% -$136K 0.13% 139
2019
Q4 		$664K Sell
11,823
-1,132
-9% -$64.2K 0.19% 120
2019
Q3 		$755K Sell
12,955
-1,575
-11% -$89.5K 0.23% 106
2019
Q2 		$848K Buy
+14,530
New +$817K 0.25% 100

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

Sound View Wealth Advisors Group's TD Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Toronto Dominion Bank (TD) stake by 0.48% in Q1 2026, selling an estimated $1.62K and leaving 3,513 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #331.

Sound View Wealth Advisors Group first reported a position in TD in Q2 2019 and has held it in 27 quarters since. The position peaked at $848K in Q2 2019. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,513 shares of Toronto Dominion Bank worth $328K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 17 Toronto Dominion Bank shares in Q1 2026, an estimated $1.62K.
  • Toronto Dominion Bank made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #331 holding.
  • Sound View Wealth Advisors Group first reported a position in Toronto Dominion Bank in Q2 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's Toronto Dominion Bank position peaked at $848K in Q2 2019.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.