Wealthspire Advisors (New York)’s Toronto Dominion Bank TD Stock Holding History

Wealthspire Advisors (New York)’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	$339K	Sell	3,637 -1,828	-33%	-$174K	﹤0.01%	688
2025 Q4	$515K	Buy	5,465 +2,117	+63%	+$179K	﹤0.01%	594
2025 Q3	$268K	Sell	3,348 -899	-21%	-$67.5K	﹤0.01%	706
2025 Q2	$312K	Buy	4,247 +541	+15%	+$35.3K	﹤0.01%	655
2025 Q1	$222K	Buy	+3,706	New	+$216K	﹤0.01%	711
2023 Q1	–	Sell	-3,518	Closed	-$228K	–	594
2022 Q4	$228K	Buy	+3,518	New	+$227K	﹤0.01%	517
2019 Q1	–	Sell	-22	Closed	-$1K	–	698
2018 Q4	$1K	Buy	+22	New	+$1.2K	﹤0.01%	839

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 $115B AUM 41.58% 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 $38B AUM 39.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s TD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Toronto Dominion Bank (TD) stake by 33% in Q1 2026, selling an estimated $174K and leaving 3,637 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Wealthspire Advisors (New York) first reported a position in TD in Q4 2018 and has held it in 7 quarters since. The position peaked at $515K in Q4 2025. 838 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Wealthspire Advisors (New York) held 3,637 shares of Toronto Dominion Bank worth $339K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,828 Toronto Dominion Bank shares in Q1 2026, an estimated $174K.
Toronto Dominion Bank made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #688 holding.
Wealthspire Advisors (New York) first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Toronto Dominion Bank position peaked at $515K in Q4 2025.
838 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.