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Wellington-Altus USA’s Toronto Dominion Bank TD Stock Holding History

Wellington-Altus USA’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 		$813K Buy
8,449
+292
+4% +$32K 0.58% 35
2026
Q1 		$1.03M Sell
8,157
-207
-2% -$19.7K 0.6% 33
2025
Q4 		$809K Buy
+8,364
New +$706K 0.6% 39

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

Wellington-Altus USA's TD Position: Q2 2026 in Review

Wellington-Altus USA increased its Toronto Dominion Bank (TD) stake by 3.6% in Q2 2026, buying an estimated $32K and bringing the position to 8,449 shares worth $813K. The position accounts for 0.58% of the portfolio, ranked #35.

Wellington-Altus USA first reported a position in TD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 901 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Wellington-Altus USA held 8,449 shares of Toronto Dominion Bank worth $813K as of Q2 2026.
  • Wellington-Altus USA bought 292 Toronto Dominion Bank shares in Q2 2026, an estimated $32K.
  • Toronto Dominion Bank made up 0.58% of Wellington-Altus USA's portfolio in Q2 2026, its #35 holding.
  • Wellington-Altus USA first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Toronto Dominion Bank position peaked at $1.03M in Q1 2026.
  • 901 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.