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Wescott Financial Advisory Group’s Toronto Dominion Bank TD Stock Holding History

Wescott Financial Advisory Group’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 		$221K Hold
2,364
– – 0.02% 183
2025
Q4 		$223K Buy
+2,364
New +$200K 0.02% 176

Other funds holding TD

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Bank of Montreal
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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

Wescott Financial Advisory Group's TD Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,364 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #183.

Wescott Financial Advisory Group first reported a position in TD in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Wescott Financial Advisory Group held 2,364 shares of Toronto Dominion Bank worth $221K as of Q1 2026.
  • Wescott Financial Advisory Group left its Toronto Dominion Bank share count unchanged in Q1 2026.
  • Toronto Dominion Bank made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #183 holding.
  • Wescott Financial Advisory Group first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 2 quarters since.
  • Wescott Financial Advisory Group's Toronto Dominion Bank position peaked at $223K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.