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Sowell Financial Services’s Toronto Dominion Bank TD Stock Holding History

Sowell Financial Services’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 		$509K Sell
4,189
-799
-16% -$87.4K 0.02% 644
2026
Q1 		$465K Buy
4,988
+96
+2% +$9.13K 0.02% 660
2025
Q4 		$461K Buy
4,892
+373
+8% +$31.5K 0.02% 673
2025
Q3 		$361K Buy
4,519
+1,482
+49% +$111K 0.01% 751
2025
Q2 		$223K Buy
+3,037
New +$198K 0.01% 913
2021
Q2 		– Sell
-6,931
Closed -$490K – 2473
2021
Q1 		$490K Buy
6,931
+2
+0% +$122 0.02% 646
2020
Q4 		$391K Buy
6,929
+1
+0% +$51 0.02% 601
2020
Q3 		$320K Sell
6,928
-305
-4% -$14.2K 0.02% 595
2020
Q2 		$323K Buy
7,233
+302
+4% +$12.9K 0.02% 573
2020
Q1 		$294K Sell
6,931
-191
-3% -$9.8K 0.02% 552
2019
Q4 		$400K Buy
7,122
+465
+7% +$26.4K 0.03% 512
2019
Q3 		$388K Buy
+6,657
New +$378K 0.03% 472
2017
Q1 		– Sell
-1,262
Closed -$67K – 530
2016
Q4 		$67K Buy
+1,262
New +$59K 0.02% 313

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sowell Financial Services's TD Position: Q2 2026 in Review

Sowell Financial Services reduced its Toronto Dominion Bank (TD) stake by 16% in Q2 2026, selling an estimated $87.4K and leaving 4,189 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #644.

Sowell Financial Services first reported a position in TD in Q4 2016 and has held it in 13 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Sowell Financial Services held 4,189 shares of Toronto Dominion Bank worth $509K as of Q2 2026.
  • Sowell Financial Services sold 799 Toronto Dominion Bank shares in Q2 2026, an estimated $87.4K.
  • Toronto Dominion Bank made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #644 holding.
  • Sowell Financial Services first reported a position in Toronto Dominion Bank in Q4 2016 and has held it in 13 quarters since.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.