Successful Portfolios’s Toronto Dominion Bank TD Stock Holding History

Successful Portfolios’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	$363K	Hold	3,014	–	–	0.17%	117
2026 Q1	$280K	Sell	3,014 -1,428	-32%	-$136K	0.15%	138
2025 Q4	$419K	Buy	4,442 +1,184	+36%	+$100K	0.21%	104
2025 Q3	$260K	Buy	3,258 +24	+0.7%	+$1.8K	0.15%	134
2025 Q2	$238K	Buy	+3,234	New	+$211K	0.15%	143
2024 Q4	–	Sell	-3,297	Closed	-$209K	–	170
2024 Q3	$209K	Buy	+3,297	New	+$195K	0.14%	150
2024 Q1	–	Sell	-3,212	Closed	-$208K	–	175
2023 Q4	$208K	Buy	+3,212	New	+$193K	0.16%	151
2023 Q1	–	Sell	-3,212	Closed	-$208K	–	199
2022 Q4	$208K	Sell	3,212 -100	-3%	-$6.46K	0.14%	172
2022 Q3	$203K	Hold	3,312	–	–	0.15%	164
2022 Q2	$217K	Hold	3,312	–	–	0.15%	162
2022 Q1	$263K	Hold	3,312	–	–	0.15%	163
2021 Q4	$254K	Sell	3,312 -40	-1%	-$2.92K	0.14%	165
2021 Q3	$222K	Sell	3,352 -100	-3%	-$6.67K	0.13%	180
2021 Q2	$242K	Hold	3,452	–	–	0.15%	172
2021 Q1	$225K	Buy	+3,452	New	+$211K	0.15%	170
2019 Q4	–	Sell	-3,514	Closed	-$205K	–	167
2019 Q3	$205K	Hold	3,514	–	–	0.19%	140
2019 Q2	$205K	Buy	+3,514	New	+$198K	0.22%	128
2018 Q4	–	Sell	-3,514	Closed	-$214K	–	138
2018 Q3	$214K	Hold	3,514	–	–	0.23%	127
2018 Q2	$203K	Hold	3,514	–	–	0.24%	126
2018 Q1	$200K	Sell	3,514 -111	-3%	-$6.5K	0.24%	119
2017 Q4	$212K	Buy	+3,625	New	+$207K	0.26%	118

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Successful Portfolios's TD Position: Q2 2026 in Review

Successful Portfolios held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 3,014 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #117.

Successful Portfolios first reported a position in TD in Q4 2017 and has held it in 21 quarters since. The position peaked at $419K in Q4 2025. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Successful Portfolios held 3,014 shares of Toronto Dominion Bank worth $363K as of Q2 2026.
Successful Portfolios left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.17% of Successful Portfolios's portfolio in Q2 2026, its #117 holding.
Successful Portfolios first reported a position in Toronto Dominion Bank in Q4 2017 and has held it in 21 quarters since.
Successful Portfolios's Toronto Dominion Bank position peaked at $419K in Q4 2025.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.