Waterloo Capital’s Toronto Dominion Bank TD Stock Holding History

Waterloo Capital’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	–	Sell	-2,788	Closed	-$263K	–	525
2025 Q4	$263K	Buy	+2,788	New	+$235K	0.02%	397
2024 Q2	–	Sell	-12,481	Closed	-$754K	–	392
2024 Q1	$754K	Buy	12,481 +4,337	+53%	+$262K	0.1%	176
2023 Q4	$526K	Buy	+8,144	New	+$488K	0.09%	202

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

Waterloo Capital's TD Position: Q1 2026 in Review

Waterloo Capital sold out of Toronto Dominion Bank (TD) in Q1 2026, closing a stake of 2,788 shares — an estimated $263K sold.

Waterloo Capital first reported a position in TD in Q4 2023 and held it in 3 quarters. The position peaked at $754K in Q1 2024. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Waterloo Capital reported no remaining Toronto Dominion Bank position as of Q1 2026 after selling out during the quarter.
Waterloo Capital sold 2,788 Toronto Dominion Bank shares in Q1 2026, an estimated $263K.
Waterloo Capital first reported a position in Toronto Dominion Bank in Q4 2023 and held it in 3 quarters.
Waterloo Capital's Toronto Dominion Bank position peaked at $754K in Q1 2024.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.