Waverly Advisors’s Toronto Dominion Bank TD Stock Holding History

Waverly 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 Q1	$408K	Sell	4,377 -121	-3%	-$11.5K	﹤0.01%	1171
2025 Q4	$424K	Buy	+4,498	New	+$380K	﹤0.01%	1067
2015 Q4	–	Sell	-645	Closed	-$25K	–	360
2015 Q3	$25K	Hold	645	–	–	0.02%	229
2015 Q2	$27K	Buy	645 +411	+176%	+$18.4K	0.02%	195
2015 Q1	$10K	Buy	234 +1	+0.4%	+$43	0.01%	264
2014 Q4	$11K	Buy	233 +2	+0.9%	+$96	0.01%	300
2014 Q3	$11K	Buy	+231	New	+$12K	0.01%	462
2014 Q1	–	Sell	-44	Closed	-$2K	–	820
2013 Q4	$2K	Hold	44	–	–	﹤0.01%	787
2013 Q3	$2K	Buy	+44	New	+$1.87K	﹤0.01%	548

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

Waverly Advisors's TD Position: Q1 2026 in Review

Waverly Advisors reduced its Toronto Dominion Bank (TD) stake by 2.7% in Q1 2026, selling an estimated $11.5K and leaving 4,377 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Waverly Advisors first reported a position in TD in Q3 2013 and has held it in 9 quarters since. The position peaked at $424K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Waverly Advisors held 4,377 shares of Toronto Dominion Bank worth $408K as of Q1 2026.
Waverly Advisors sold 121 Toronto Dominion Bank shares in Q1 2026, an estimated $11.5K.
Toronto Dominion Bank made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1171 holding.
Waverly Advisors first reported a position in Toronto Dominion Bank in Q3 2013 and has held it in 9 quarters since.
Waverly Advisors's Toronto Dominion Bank position peaked at $424K in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.