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Stephens Inc’s Toronto Dominion Bank TD Stock Holding History

Stephens Inc’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 		$208K Buy
+1,714
New +$188K ﹤0.01% 1224
2022
Q3 		– Sell
-3,577
Closed -$235K – 1257
2022
Q2 		$235K Buy
3,577
+14
+0.4% +$1.02K ﹤0.01% 1014
2022
Q1 		$283K Buy
3,563
+551
+18% +$44.4K ﹤0.01% 1036
2021
Q4 		$231K Buy
+3,012
New +$220K ﹤0.01% 1149
2021
Q3 		– Sell
-3,008
Closed -$211K – 1396
2021
Q2 		$211K Buy
+3,008
New +$210K ﹤0.01% 1185
2019
Q2 		– Sell
-13,726
Closed -$746K – 1218
2019
Q1 		$746K Sell
13,726
-10,417
-43% -$576K 0.02% 638
2018
Q4 		$1.2M Buy
24,143
+814
+3% +$44.6K 0.03% 477
2018
Q3 		$1.42M Buy
23,329
+399
+2% +$23.8K 0.04% 478
2018
Q2 		$1.33M Buy
22,930
+640
+3% +$36.6K 0.04% 409
2018
Q1 		$1.27M Buy
22,290
+2,732
+14% +$160K 0.05% 354
2017
Q4 		$1.15M Buy
19,558
+138
+0.7% +$7.88K 0.04% 349
2017
Q3 		$1.09M Buy
19,420
+416
+2% +$21.8K 0.04% 363
2017
Q2 		$957K Sell
19,004
-1,211
-6% -$58.4K 0.03% 445
2017
Q1 		$1.01M Buy
20,215
+674
+3% +$34.4K 0.04% 420
2016
Q4 		$964K Buy
19,541
+2,857
+17% +$134K 0.04% 378
2016
Q3 		$741K Buy
16,684
+145
+0.9% +$6.35K 0.03% 423
2016
Q2 		$710K Buy
16,539
+830
+5% +$36.1K 0.03% 432
2016
Q1 		$678K Buy
15,709
+7,343
+88% +$283K 0.03% 406
2015
Q4 		$328K Buy
+8,366
New +$339K 0.02% 524

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

Stephens Inc's TD Position: Q2 2026 in Review

Stephens Inc opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 1,714 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Stephens Inc previously reported a position in TD as recently as Q2 2022.

Stephens Inc first reported a position in TD in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.42M in Q3 2018. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Stephens Inc held 1,714 shares of Toronto Dominion Bank worth $208K as of Q2 2026.
  • Toronto Dominion Bank was a new Stephens Inc position in Q2 2026.
  • Toronto Dominion Bank made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1224 holding.
  • Stephens Inc first reported a position in Toronto Dominion Bank in Q4 2015 and has held it in 19 quarters since.
  • Stephens Inc's Toronto Dominion Bank position peaked at $1.42M in Q3 2018.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.