Transamerica Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Transamerica Financial Advisors’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	$370K	Buy	3,967 +449	+13%	+$42.7K	0.03%	314
2025 Q4	$331K	Buy	3,518 +407	+13%	+$34.4K	0.03%	294
2025 Q3	$249K	Buy	3,111 +909	+41%	+$68.2K	0.02%	304
2025 Q2	$162K	Buy	2,202 +2,193	+24,367%	+$143K	0.02%	236
2025 Q1	$1K	Hold	9	–	–	﹤0.01%	549
2024 Q4	$1K	Sell	9 -4	-31%	-$224	﹤0.01%	545
2024 Q3	$1K	Sell	13 -50	-79%	-$2.96K	﹤0.01%	548
2024 Q2	$4K	Hold	63	–	–	﹤0.01%	360
2024 Q1	$4K	Sell	63 -4,001	-98%	-$242K	﹤0.01%	391
2023 Q4	$263K	Sell	4,064 -1,712	-30%	-$103K	0.04%	226
2023 Q3	$349K	Buy	5,776 +267	+5%	+$16.6K	0.05%	186
2023 Q2	$342K	Sell	5,509 -7	-0.1%	-$421	0.04%	200
2023 Q1	$331K	Buy	5,516 +124	+2%	+$8.01K	0.04%	205
2022 Q4	$350K	Buy	5,392 +289	+6%	+$18.7K	0.05%	188
2022 Q3	$313K	Sell	5,103 -4,082	-44%	-$264K	0.05%	182
2022 Q2	$603K	Buy	+9,185	New	+$667K	0.09%	157

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Transamerica Financial Advisors's TD Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Toronto Dominion Bank (TD) stake by 13% in Q1 2026, buying an estimated $42.7K and bringing the position to 3,967 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #314.

Transamerica Financial Advisors first reported a position in TD in Q2 2022 and has held it in 16 quarters since. The position peaked at $603K in Q2 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Transamerica Financial Advisors held 3,967 shares of Toronto Dominion Bank worth $370K as of Q1 2026.
Transamerica Financial Advisors bought 449 Toronto Dominion Bank shares in Q1 2026, an estimated $42.7K.
Toronto Dominion Bank made up 0.03% of Transamerica Financial Advisors's portfolio in Q1 2026, its #314 holding.
Transamerica Financial Advisors first reported a position in Toronto Dominion Bank in Q2 2022 and has held it in 16 quarters since.
Transamerica Financial Advisors's Toronto Dominion Bank position peaked at $603K in Q2 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.