Venturi Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Venturi Wealth Management’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	$289K	Buy	3,092 +416	+16%	+$39.6K	0.01%	480
2025 Q4	$252K	Buy	+2,676	New	+$226K	0.01%	495
2025 Q1	–	Sell	-418	Closed	-$22.3K	–	1686
2024 Q4	$22.3K	Buy	418 +47	+13%	+$2.64K	﹤0.01%	1234
2024 Q3	$23.5K	Buy	371 +311	+518%	+$18.4K	﹤0.01%	972
2024 Q2	$3.3K	Buy	60 +27	+82%	+$1.53K	﹤0.01%	1300
2024 Q1	$1.99K	Hold	33	–	–	﹤0.01%	1257
2023 Q4	$2.13K	Hold	33	–	–	﹤0.01%	1205
2023 Q3	$1.99K	Hold	33	–	–	﹤0.01%	1171
2023 Q2	$2.04K	Hold	33	–	–	﹤0.01%	919
2023 Q1	$1.98K	Buy	+33	New	+$2.13K	﹤0.01%	1014

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

Venturi Wealth Management's TD Position: Q1 2026 in Review

Venturi Wealth Management increased its Toronto Dominion Bank (TD) stake by 16% in Q1 2026, buying an estimated $39.6K and bringing the position to 3,092 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #480.

Venturi Wealth Management first reported a position in TD in Q1 2023 and has held it in 10 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Venturi Wealth Management held 3,092 shares of Toronto Dominion Bank worth $289K as of Q1 2026.
Venturi Wealth Management bought 416 Toronto Dominion Bank shares in Q1 2026, an estimated $39.6K.
Toronto Dominion Bank made up 0.01% of Venturi Wealth Management's portfolio in Q1 2026, its #480 holding.
Venturi Wealth Management first reported a position in Toronto Dominion Bank in Q1 2023 and has held it in 10 quarters since.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.