UCFA
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United Capital Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

United Capital 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
Q2 		$690K Buy
5,680
+658
+13% +$72K ﹤0.01% 966
2026
Q1 		$469K Buy
5,022
+255
+5% +$24.3K ﹤0.01% 1098
2025
Q4 		$449K Buy
4,767
+351
+8% +$29.6K ﹤0.01% 1009
2025
Q3 		$353K Buy
4,416
+197
+5% +$14.8K ﹤0.01% 968
2025
Q2 		$310K Buy
4,219
+40
+1% +$2.61K ﹤0.01% 912
2025
Q1 		$250K Sell
4,179
-308
-7% -$17.9K ﹤0.01% 945
2024
Q4 		$239K Sell
4,487
-36
-0.8% -$2.02K ﹤0.01% 964
2024
Q3 		$286K Sell
4,523
-477
-10% -$28.2K ﹤0.01% 892
2024
Q2 		$275K Sell
5,000
-174
-3% -$9.85K ﹤0.01% 884
2024
Q1 		$312K Sell
5,174
-207
-4% -$12.5K ﹤0.01% 862
2023
Q4 		$348K Sell
5,381
-1,277
-19% -$76.6K ﹤0.01% 820
2023
Q3 		$401K Sell
6,658
-400
-6% -$24.9K ﹤0.01% 682
2023
Q2 		$438K Sell
7,058
-352
-5% -$21.2K ﹤0.01% 698
2023
Q1 		$444K Sell
7,410
-229
-3% -$14.8K ﹤0.01% 748
2022
Q4 		$495K Buy
7,639
+103
+1% +$6.65K ﹤0.01% 758
2022
Q3 		$462K Buy
+7,536
New +$488K ﹤0.01% 779
2021
Q3 		– Sell
-3,338
Closed -$234K – 1242
2021
Q2 		$234K Buy
3,338
+246
+8% +$17.2K ﹤0.01% 1106
2021
Q1 		$202K Buy
+3,092
New +$189K ﹤0.01% 1125
2020
Q2 		– Sell
-4,740
Closed -$201K – 1256
2020
Q1 		$201K Sell
4,740
-77,436
-94% -$3.97M ﹤0.01% 1072
2019
Q4 		$4.61M Buy
82,176
+17,069
+26% +$968K 0.03% 439
2019
Q3 		$3.79M Sell
65,107
-20,626
-24% -$1.17M 0.03% 474
2019
Q2 		$5M Sell
85,733
-2,903
-3% -$163K 0.03% 426
2019
Q1 		$4.82M Sell
88,636
-4,323
-5% -$239K 0.03% 428
2018
Q4 		$4.62M Sell
92,959
-10,430
-10% -$571K 0.04% 399
2018
Q3 		$6.29M Buy
103,389
+2,504
+2% +$149K 0.04% 393
2018
Q2 		$5.84M Buy
100,885
+4,124
+4% +$236K 0.04% 387
2018
Q1 		$5.5M Buy
96,761
+10,034
+12% +$587K 0.04% 397
2017
Q4 		$5.08M Buy
86,727
+5,453
+7% +$312K 0.04% 411
2017
Q3 		$4.57M Buy
81,274
+7,472
+10% +$392K 0.04% 405
2017
Q2 		$4.82M Sell
73,802
-11,433
-13% -$551K 0.04% 381
2017
Q1 		$4.27M Buy
85,235
+8,212
+11% +$420K 0.04% 395
2016
Q4 		$3.8M Buy
77,023
+1,873
+2% +$87.5K 0.04% 426
2016
Q3 		$3.34M Buy
75,150
+820
+1% +$35.9K 0.03% 466
2016
Q2 		$3.2M Buy
74,330
+68,297
+1,132% +$2.97M 0.03% 452
2016
Q1 		$260K Buy
6,033
+242
+4% +$9.34K ﹤0.01% 1041
2015
Q4 		$227K Sell
5,791
-6,910
-54% -$280K ﹤0.01% 1098
2015
Q3 		$501K Sell
12,701
-69
-0.5% -$2.75K 0.01% 894
2015
Q2 		$543K Buy
12,770
+217
+2% +$9.72K 0.01% 889
2015
Q1 		$579K Sell
12,553
-41,304
-77% -$1.77M 0.01% 852
2014
Q4 		$2.57M Sell
53,857
-776
-1% -$37.4K 0.04% 406
2014
Q3 		$2.7M Buy
54,633
+34,320
+169% +$1.78M 0.05% 365
2014
Q2 		$1.04M Buy
20,313
+10,679
+111% +$518K 0.02% 558
2014
Q1 		$452K Buy
+9,634
New +$434K 0.01% 651

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

United Capital Financial Advisors's TD Position: Q2 2026 in Review

United Capital Financial Advisors increased its Toronto Dominion Bank (TD) stake by 13% in Q2 2026, buying an estimated $72K and bringing the position to 5,680 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

United Capital Financial Advisors first reported a position in TD in Q1 2014 and has held it in 43 quarters since. The position peaked at $6.29M in Q3 2018. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • United Capital Financial Advisors held 5,680 shares of Toronto Dominion Bank worth $690K as of Q2 2026.
  • United Capital Financial Advisors bought 658 Toronto Dominion Bank shares in Q2 2026, an estimated $72K.
  • Toronto Dominion Bank made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #966 holding.
  • United Capital Financial Advisors first reported a position in Toronto Dominion Bank in Q1 2014 and has held it in 43 quarters since.
  • United Capital Financial Advisors's Toronto Dominion Bank position peaked at $6.29M in Q3 2018.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.