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Triad Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Triad Wealth Partners’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 		$212K Buy
+1,747
New +$191K 0.01% 539
2024
Q3 		– Sell
-571
Closed -$31.4K – 808
2024
Q2 		$31.4K Buy
+571
New +$32.3K 0.02% 289

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

Triad Wealth Partners's TD Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 1,747 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TD as recently as Q2 2024.

Triad Wealth Partners first reported a position in TD in Q2 2024 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Triad Wealth Partners held 1,747 shares of Toronto Dominion Bank worth $212K as of Q2 2026.
  • Toronto Dominion Bank was a new Triad Wealth Partners position in Q2 2026.
  • Toronto Dominion Bank made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #539 holding.
  • Triad Wealth Partners first reported a position in Toronto Dominion Bank in Q2 2024 and has held it in 2 quarters since.
  • 902 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.