West Oak Capital’s Toronto Dominion Bank TD Stock Holding History

West Oak Capital’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
2025 Q3	–	Sell	-200	Closed	-$147	–	306
2025 Q2	$147	Buy	+200	New	+$13.1K	0.01%	228
2019 Q3	–	Sell	-28	Closed	-$2K	–	323
2019 Q2	$2K	Hold	28	–	–	﹤0.01%	299
2019 Q1	$2K	Hold	28	–	–	﹤0.01%	294
2018 Q4	$1.39K	Sell	28 -429	-94%	-$23.5K	﹤0.01%	316
2018 Q3	$27.8K	Hold	457	–	–	0.02%	213
2018 Q2	$26.4K	Buy	457 +429	+1,532%	+$24.5K	0.02%	209
2018 Q1	$1.59K	Hold	28	–	–	﹤0.01%	319
2017 Q4	$1.64K	Hold	28	–	–	﹤0.01%	280
2017 Q3	$1.58K	Hold	28	–	–	﹤0.01%	312
2017 Q2	$1.41K	Hold	28	–	–	﹤0.01%	332
2017 Q1	$1.4K	Hold	28	–	–	﹤0.01%	357
2016 Q4	$1.38K	Hold	28	–	–	﹤0.01%	328
2016 Q3	$1.24K	Hold	28	–	–	﹤0.01%	361
2016 Q2	$1.2K	Hold	28	–	–	﹤0.01%	320
2016 Q1	$1.21K	Hold	28	–	–	﹤0.01%	256
2015 Q4	$1.1K	Hold	28	–	–	﹤0.01%	266
2015 Q3	$1.1K	Hold	28	–	–	﹤0.01%	271
2015 Q2	$1.19K	Hold	28	–	–	﹤0.01%	281
2015 Q1	$1.2K	Hold	28	–	–	﹤0.01%	282
2014 Q4	$1.34K	Hold	28	–	–	﹤0.01%	288
2014 Q3	$1.38K	Hold	28	–	–	﹤0.01%	275
2014 Q2	$1.44K	Hold	28	–	–	﹤0.01%	272
2014 Q1	$1.31K	Hold	28	–	–	﹤0.01%	268
2013 Q4	$1.32K	Hold	28	–	–	﹤0.01%	268
2013 Q3	$1.26K	Hold	28	–	–	﹤0.01%	268
2013 Q2	$1.13K	Buy	+28	New	+$1.13K	﹤0.01%	268

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

West Oak Capital's TD Position: Q3 2025 in Review

West Oak Capital sold out of Toronto Dominion Bank (TD) in Q3 2025, closing a stake of 200 shares — an estimated $147 sold.

West Oak Capital first reported a position in TD in Q2 2013 and held it in 26 quarters. The position peaked at $27.8K in Q3 2018. 709 funds tracked by Wall St. Rank hold TD as of Q3 2025.

West Oak Capital reported no remaining Toronto Dominion Bank position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 200 Toronto Dominion Bank shares in Q3 2025, an estimated $147.
West Oak Capital first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 26 quarters.
West Oak Capital's Toronto Dominion Bank position peaked at $27.8K in Q3 2018.
709 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.