Wealth Enhancement Advisory Services
TD icon

Wealth Enhancement Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.84M Sell
23,554
-2,084
-8% -$228K ﹤0.01% 1353
2026
Q1 		$2.44M Buy
25,638
+1,215
+5% +$116K 0.01% 1283
2025
Q4 		$2.31M Buy
24,423
+203
+0.8% +$17.1K ﹤0.01% 1436
2025
Q3 		$1.96M Sell
24,220
-301
-1% -$22.6K ﹤0.01% 1449
2025
Q2 		$1.84M Buy
24,521
+7,467
+44% +$487K ﹤0.01% 1394
2025
Q1 		$1.02M Buy
17,054
+928
+6% +$54K ﹤0.01% 1589
2024
Q4 		$859K Buy
16,126
+9,231
+134% +$518K ﹤0.01% 1628
2024
Q3 		$436K Buy
6,895
+992
+17% +$58.6K ﹤0.01% 1913
2024
Q2 		$324K Sell
5,903
-10,128
-63% -$573K ﹤0.01% 1929
2024
Q1 		$968K Sell
16,031
-1,952
-11% -$118K ﹤0.01% 1253
2023
Q4 		$1.16M Sell
17,983
-2,360
-12% -$142K ﹤0.01% 1105
2023
Q3 		$1.23M Buy
+20,343
New +$1.27M ﹤0.01% 1020

Other funds holding TD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's TD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Toronto Dominion Bank (TD) stake by 8.1% in Q2 2026, selling an estimated $228K and leaving 23,554 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Wealth Enhancement Advisory Services first reported a position in TD in Q3 2023 and has held it in 12 quarters since. 219 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,554 shares of Toronto Dominion Bank worth $2.84M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,084 Toronto Dominion Bank shares in Q2 2026, an estimated $228K.
  • Toronto Dominion Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1353 holding.
  • Wealth Enhancement Advisory Services first reported a position in Toronto Dominion Bank in Q3 2023 and has held it in 12 quarters since.
  • 219 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.