Umpqua Bank’s Toronto Dominion Bank TD Stock Holding History

Umpqua Bank’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
2025 Q3	–	Sell	-3,650	Closed	-$270K	–	165
2025 Q2	$270K	Hold	3,650	–	–	0.08%	148
2025 Q1	$219K	Buy	+3,650	New	+$212K	0.08%	152
2024 Q4	–	Sell	-3,750	Closed	-$237K	–	161
2024 Q3	$237K	Hold	3,750	–	–	0.09%	143
2024 Q2	$206K	Hold	3,750	–	–	0.08%	146
2024 Q1	$226K	Buy	+3,750	New	+$227K	0.09%	135

Other funds holding TD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Umpqua Bank's TD Position: Q3 2025 in Review

Umpqua Bank sold out of Toronto Dominion Bank (TD) in Q3 2025, closing a stake of 3,650 shares — an estimated $270K sold.

Umpqua Bank first reported a position in TD in Q1 2024 and held it in 5 quarters. The position peaked at $270K in Q2 2025. 708 funds tracked by Wall St. Rank hold TD as of Q3 2025.

Umpqua Bank reported no remaining Toronto Dominion Bank position as of Q3 2025 after selling out during the quarter.
Umpqua Bank sold 3,650 Toronto Dominion Bank shares in Q3 2025, an estimated $270K.
Umpqua Bank first reported a position in Toronto Dominion Bank in Q1 2024 and held it in 5 quarters.
Umpqua Bank's Toronto Dominion Bank position peaked at $270K in Q2 2025.
708 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Umpqua Bank's 13F filing for Q3 2025, filed 6 Nov 2025.