Valmark Advisers’s Toronto Dominion Bank TD Stock Holding History

Valmark Advisers’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	$1.94M	Sell	16,012 -45	-0.3%	-$4.92K	0.02%	270
2026 Q1	$1.5M	Buy	16,057 +122	+0.8%	+$11.6K	0.02%	286
2025 Q4	$1.5M	Buy	15,935 +205	+1%	+$17.3K	0.02%	286
2025 Q3	$1.26M	Sell	15,730 -106	-0.7%	-$7.96K	0.02%	299
2025 Q2	$1.16M	Sell	15,836 -960	-6%	-$62.7K	0.02%	313
2025 Q1	$1.01M	Sell	16,796 -125	-0.7%	-$7.28K	0.02%	312
2024 Q4	$901K	Sell	16,921 -1,200	-7%	-$67.3K	0.01%	326
2024 Q3	$1.15M	Sell	18,121 -881	-5%	-$52.1K	0.02%	281
2024 Q2	$1.04M	Hold	19,002	–	–	0.02%	274
2024 Q1	$1.15M	Buy	19,002 +100	+0.5%	+$6.04K	0.02%	248
2023 Q4	$1.22M	Hold	18,902	–	–	0.02%	221
2023 Q3	$1.14M	Hold	18,902	–	–	0.02%	205
2023 Q2	$1.17M	Sell	18,902 -22	-0.1%	-$1.32K	0.02%	204
2023 Q1	$1.13M	Buy	18,924 +22	+0.1%	+$1.42K	0.02%	205
2022 Q4	$1.22M	Buy	18,902 +7,541	+66%	+$487K	0.03%	190
2022 Q3	$697K	Hold	11,361	–	–	0.01%	233
2022 Q2	$745K	Sell	11,361 -382	-3%	-$27.7K	0.01%	236
2022 Q1	$933K	Sell	11,743 -209	-2%	-$16.8K	0.02%	215
2021 Q4	$916K	Hold	11,952	–	–	0.02%	212
2021 Q3	$791K	Buy	11,952 +109	+0.9%	+$7.27K	0.01%	216
2021 Q2	$830K	Buy	11,843 +7,206	+155%	+$504K	0.02%	215
2021 Q1	$302K	Hold	4,637	–	–	0.01%	326
2020 Q4	$262K	Sell	4,637 -628	-12%	-$31.8K	0.01%	313
2020 Q3	$243K	Hold	5,265	–	–	0.01%	268
2020 Q2	$235K	Hold	5,265	–	–	0.01%	244
2020 Q1	$223K	Sell	5,265 -502	-9%	-$25.8K	0.01%	215
2019 Q4	$324K	Buy	5,767 +3	+0.1%	+$170	0.01%	186
2019 Q3	$336K	Buy	5,764 +197	+4%	+$11.2K	0.01%	177
2019 Q2	$325K	Hold	5,567	–	–	0.01%	173
2019 Q1	$302K	Hold	5,567	–	–	0.01%	178
2018 Q4	$277K	Hold	5,567	–	–	0.01%	171
2018 Q3	$338K	Sell	5,567 -500	-8%	-$29.8K	0.01%	147
2018 Q2	$351K	Hold	6,067	–	–	0.01%	135
2018 Q1	$345K	Hold	6,067	–	–	0.01%	136
2017 Q4	$355K	Buy	+6,067	New	+$347K	0.01%	136

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

Valmark Advisers's TD Position: Q2 2026 in Review

Valmark Advisers reduced its Toronto Dominion Bank (TD) stake by 0.28% in Q2 2026, selling an estimated $4.92K and leaving 16,012 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #270.

Valmark Advisers first reported a position in TD in Q4 2017 and has held it in 35 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Valmark Advisers held 16,012 shares of Toronto Dominion Bank worth $1.94M as of Q2 2026.
Valmark Advisers sold 45 Toronto Dominion Bank shares in Q2 2026, an estimated $4.92K.
Toronto Dominion Bank made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #270 holding.
Valmark Advisers first reported a position in Toronto Dominion Bank in Q4 2017 and has held it in 35 quarters since.
898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.