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Steward Partners Investment Advisory’s Toronto Dominion Bank TD Stock Holding History

Steward Partners Investment Advisory’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 		$1.72M Buy
18,437
+1,914
+12% +$182K 0.01% 916
2025
Q4 		$1.56M Buy
16,523
+996
+6% +$84.1K 0.01% 883
2025
Q3 		$1.24M Sell
15,527
-232
-1% -$17.4K 0.01% 966
2025
Q2 		$1.16M Buy
15,759
+507
+3% +$33.1K 0.01% 933
2025
Q1 		$914K Buy
15,252
+4,248
+39% +$247K 0.01% 954
2024
Q4 		$586K Sell
11,004
-3,293
-23% -$185K 0.01% 1089
2024
Q3 		$904K Sell
14,297
-2,610
-15% -$154K 0.01% 892
2024
Q2 		$929K Buy
16,907
+1,663
+11% +$94.2K 0.01% 837
2024
Q1 		$920K Sell
15,244
-373
-2% -$22.5K 0.01% 824
2023
Q4 		$1.01M Sell
15,617
-2,686
-15% -$161K 0.01% 717
2023
Q3 		$1.1M Buy
18,303
+165
+0.9% +$10.3K 0.02% 642
2023
Q2 		$1.12M Sell
18,138
-206
-1% -$12.4K 0.02% 655
2023
Q1 		$1.1M Buy
18,344
+262
+1% +$16.9K 0.02% 662
2022
Q4 		$1.17M Buy
18,082
+28
+0.2% +$1.81K 0.02% 610
2022
Q3 		$1.11M Buy
18,054
+401
+2% +$26K 0.02% 593
2022
Q2 		$1.16M Buy
17,653
+787
+5% +$57.2K 0.02% 590
2022
Q1 		$1.34M Buy
16,866
+2,118
+14% +$171K 0.02% 598
2021
Q4 		$1.13M Buy
14,748
+398
+3% +$29K 0.02% 657
2021
Q3 		$949K Buy
14,350
+1,066
+8% +$71.1K 0.02% 674
2021
Q2 		$931K Sell
13,284
-1,918
-13% -$134K 0.02% 699
2021
Q1 		$992K Buy
15,202
+489
+3% +$29.9K 0.02% 649
2020
Q4 		$831K Sell
14,713
-130
-0.9% -$6.59K 0.02% 618
2020
Q3 		$687K Sell
14,843
-435
-3% -$20.3K 0.02% 584
2020
Q2 		$682K Sell
15,278
-3,815
-20% -$162K 0.02% 553
2020
Q1 		$811K Sell
19,093
-11,620
-38% -$596K 0.03% 434
2019
Q4 		$1.72M Buy
30,713
+415
+1% +$23.5K 0.05% 331
2019
Q3 		$1.77M Sell
30,298
-513
-2% -$29.2K 0.06% 295
2019
Q2 		$1.8M Buy
30,811
+7,047
+30% +$396K 0.07% 276
2019
Q1 		$1.29M Sell
23,764
-1,928
-8% -$107K 0.05% 316
2018
Q4 		$1.28M Sell
25,692
-11,110
-30% -$608K 0.06% 294
2018
Q3 		$2.24M Sell
36,802
-4,675
-11% -$278K 0.11% 203
2018
Q2 		$2.4M Buy
41,477
+26,111
+170% +$1.49M 0.14% 167
2018
Q1 		$871K Buy
+15,366
New +$899K 0.06% 289

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 $38B AUM 39.14% 1-Year Est. Return

Steward Partners Investment Advisory's TD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Toronto Dominion Bank (TD) stake by 12% in Q1 2026, buying an estimated $182K and bringing the position to 18,437 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #916.

Steward Partners Investment Advisory first reported a position in TD in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.4M in Q2 2018. 836 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Steward Partners Investment Advisory held 18,437 shares of Toronto Dominion Bank worth $1.72M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,914 Toronto Dominion Bank shares in Q1 2026, an estimated $182K.
  • Toronto Dominion Bank made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #916 holding.
  • Steward Partners Investment Advisory first reported a position in Toronto Dominion Bank in Q1 2018 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's Toronto Dominion Bank position peaked at $2.4M in Q2 2018.
  • 836 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.