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

Wealth Management Associates’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 		$641K Buy
5,279
+15
+0.3% +$1.64K 0.18% 103
2026
Q1 		$491K Buy
5,264
+18
+0.3% +$1.71K 0.17% 118
2025
Q4 		$494K Buy
5,246
+18
+0.3% +$1.52K 0.17% 110
2025
Q3 		$418K Sell
5,228
-233
-4% -$17.5K 0.15% 129
2025
Q2 		$401K Buy
5,461
+24
+0.4% +$1.57K 0.16% 128
2025
Q1 		$326K Sell
5,437
-483
-8% -$28.1K 0.14% 141
2024
Q4 		$315K Buy
5,920
+32
+0.5% +$1.79K 0.13% 147
2024
Q3 		$373K Sell
5,888
-808
-12% -$47.8K 0.16% 129
2024
Q2 		$368K Hold
6,696
– – 0.17% 122
2024
Q1 		$368K Buy
6,696
+204
+3% +$12.3K 0.17% 122
2023
Q4 		$420K Buy
6,492
+28
+0.4% +$1.68K 0.22% 96
2023
Q3 		$390K Sell
6,464
-499
-7% -$31.1K 0.23% 95
2023
Q2 		$432K Sell
6,963
-223
-3% -$13.4K 0.24% 85
2023
Q1 		$430K Buy
7,186
+25
+0.3% +$1.61K 0.27% 89
2022
Q4 		$464K Buy
7,161
+13
+0.2% +$840 0.31% 72
2022
Q3 		$438K Buy
7,148
+25
+0.4% +$1.62K 0.31% 88
2022
Q2 		$467K Sell
7,123
-129
-2% -$9.37K 0.32% 79
2022
Q1 		$576K Buy
7,252
+20
+0.3% +$1.61K 0.33% 75
2021
Q4 		$555K Buy
+7,232
New +$527K 0.3% 88
2021
Q3 		– Sell
-7,221
Closed -$506K – 201
2021
Q2 		$506K Sell
7,221
-403
-5% -$28.2K 0.29% 92
2021
Q1 		$497K Buy
7,624
+2,022
+36% +$123K 0.32% 79
2020
Q4 		$316K Sell
5,602
-856
-13% -$43.4K 0.21% 120
2020
Q3 		$299K Buy
6,458
+67
+1% +$3.12K 0.23% 107
2020
Q2 		$285K Buy
6,391
+31
+0.5% +$1.32K 0.24% 103
2020
Q1 		$270K Sell
6,360
-923
-13% -$47.3K 0.27% 88
2019
Q4 		$409K Buy
+7,283
New +$413K 0.29% 83
2019
Q2 		– Sell
-7,269
Closed -$395K – 103
2019
Q1 		$395K Sell
7,269
-277
-4% -$15.3K 0.43% 58
2018
Q4 		$375K Buy
+7,546
New +$413K 0.51% 51

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
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

Wealth Management Associates's TD Position: Q2 2026 in Review

Wealth Management Associates increased its Toronto Dominion Bank (TD) stake by 0.28% in Q2 2026, buying an estimated $1.64K and bringing the position to 5,279 shares worth $641K. The position accounts for 0.18% of the portfolio, ranked #103.

Wealth Management Associates first reported a position in TD in Q4 2018 and has held it in 28 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Wealth Management Associates held 5,279 shares of Toronto Dominion Bank worth $641K as of Q2 2026.
  • Wealth Management Associates bought 15 Toronto Dominion Bank shares in Q2 2026, an estimated $1.64K.
  • Toronto Dominion Bank made up 0.18% of Wealth Management Associates's portfolio in Q2 2026, its #103 holding.
  • Wealth Management Associates first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 28 quarters since.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.