VFA
TD icon

Valeo Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Valeo 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
Q3 		$270K Buy
2,299
+172
+8% +$20.8K 0.01% 670
2026
Q2 		$258K Buy
+2,127
New +$233K 0.01% 673
2026
Q1 		– Sell
-3,304
Closed -$311K – 880
2025
Q4 		$311K Sell
3,304
-261
-7% -$22K 0.01% 606
2025
Q3 		$285K Buy
3,565
+387
+12% +$29.1K 0.01% 626
2025
Q2 		$233K Buy
+3,178
New +$207K 0.01% 656
2024
Q4 		– Sell
-3,513
Closed -$222K – 786
2024
Q3 		$222K Buy
+3,513
New +$208K 0.01% 623
2024
Q1 		– Sell
-3,343
Closed -$216K – 708
2023
Q4 		$216K Sell
3,343
-478
-13% -$28.7K 0.01% 575
2023
Q3 		$230K Buy
3,821
+243
+7% +$15.2K 0.01% 531
2023
Q2 		$222K Buy
3,578
+187
+6% +$11.3K 0.01% 512
2023
Q1 		$203K Sell
3,391
-203
-6% -$13.1K 0.01% 547
2022
Q4 		$233K Sell
3,594
-907
-20% -$58.6K 0.01% 448
2022
Q3 		$277K Buy
+4,501
New +$291K 0.02% 372
2021
Q2 		– Sell
-1,744
Closed -$114K – 1682
2021
Q1 		$114K Buy
1,744
+1,018
+140% +$62.2K 0.01% 577
2020
Q4 		$41K Sell
726
-54
-7% -$2.74K ﹤0.01% 845
2020
Q3 		$36K Sell
780
-148
-16% -$6.89K ﹤0.01% 758
2020
Q2 		$41K Buy
928
+148
+19% +$6.3K ﹤0.01% 801
2020
Q1 		$34K Sell
780
-53
-6% -$2.72K ﹤0.01% 730
2019
Q4 		$47K Buy
833
+107
+15% +$6.07K ﹤0.01% 676
2019
Q3 		$42K Hold
726
– – ﹤0.01% 658
2019
Q2 		$42K Sell
726
-760
-51% -$42.7K ﹤0.01% 656
2019
Q1 		$81K Sell
1,486
-305
-17% -$16.9K 0.01% 453
2018
Q4 		$89K Buy
1,791
+515
+40% +$28.2K 0.01% 400
2018
Q3 		$71K Hold
1,276
– – 0.01% 477
2018
Q2 		$75K Buy
1,276
+25
+2% +$1.43K 0.01% 462
2018
Q1 		$71K Buy
1,251
+96
+8% +$5.62K 0.01% 429
2017
Q4 		$68K Buy
1,155
+1,023
+775% +$58.4K 0.01% 420
2017
Q3 		$7K Buy
+132
New +$6.93K ﹤0.01% 803

Other funds holding TD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Valeo Financial Advisors's TD Position: Q3 2026 in Review

Valeo Financial Advisors increased its Toronto Dominion Bank (TD) stake by 8.1% in Q3 2026, buying an estimated $20.8K and bringing the position to 2,299 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #670.

Valeo Financial Advisors first reported a position in TD in Q3 2017 and has held it in 27 quarters since. The position peaked at $311K in Q4 2025. 36 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Valeo Financial Advisors held 2,299 shares of Toronto Dominion Bank worth $270K as of Q3 2026.
  • Valeo Financial Advisors bought 172 Toronto Dominion Bank shares in Q3 2026, an estimated $20.8K.
  • Toronto Dominion Bank made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #670 holding.
  • Valeo Financial Advisors first reported a position in Toronto Dominion Bank in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Toronto Dominion Bank position peaked at $311K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.