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 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 $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

Univest Financial's TD Position: Q1 2026 in Review

Univest Financial reduced its Toronto Dominion Bank (TD) stake by 0.2% in Q1 2026, selling an estimated $11.8K and leaving 60,658 shares worth $5.66M. The position accounts for 0.32% of the portfolio, ranked #61.

Univest Financial first reported a position in TD in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.73M in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Univest Financial held 60,658 shares of Toronto Dominion Bank worth $5.66M as of Q1 2026.
Univest Financial sold 124 Toronto Dominion Bank shares in Q1 2026, an estimated $11.8K.
Toronto Dominion Bank made up 0.32% of Univest Financial's portfolio in Q1 2026, its #61 holding.
Univest Financial first reported a position in Toronto Dominion Bank in Q3 2024 and has held it in 7 quarters since.
Univest Financial's Toronto Dominion Bank position peaked at $5.73M in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.