Univest Financial’s Toronto Dominion Bank TD Stock Holding History

Univest Financial’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	$7.37M	Hold	60,658	–	–	0.36%	56
2026 Q1	$5.66M	Sell	60,658 -124	-0.2%	-$11.8K	0.32%	61
2025 Q4	$5.73M	Hold	60,782	–	–	0.3%	60
2025 Q3	$4.86M	Hold	60,782	–	–	0.27%	66
2025 Q2	$4.46M	Buy	60,782 +222	+0.4%	+$14.5K	0.27%	69
2025 Q1	$3.63M	Sell	60,560 -150	-0.2%	-$8.73K	0.24%	78
2024 Q4	$3.23M	Buy	60,710 +3,501	+6%	+$196K	0.2%	87
2024 Q3	$3.62M	Buy	+57,209	New	+$3.38M	0.24%	76

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

Univest Financial's TD Position: Q2 2026 in Review

Univest Financial held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 60,658 shares worth $7.37M. The position accounts for 0.36% of the portfolio, ranked #56.

Univest Financial first reported a position in TD in Q3 2024 and has held it in 8 quarters since. 902 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Univest Financial held 60,658 shares of Toronto Dominion Bank worth $7.37M as of Q2 2026.
Univest Financial left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.36% of Univest Financial's portfolio in Q2 2026, its #56 holding.
Univest Financial first reported a position in Toronto Dominion Bank in Q3 2024 and has held it in 8 quarters since.
902 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.