Westover Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Westover Capital Advisors’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	$624K	Buy	5,140 +1,888	+58%	+$207K	0.1%	134
2026 Q1	$303K	Sell	3,252 -40	-1%	-$3.8K	0.06%	196
2025 Q4	$310K	Hold	3,292	–	–	0.06%	195
2025 Q3	$263K	Buy	+3,292	New	+$247K	0.05%	196
2024 Q4	–	Sell	-4,315	Closed	-$273K	–	252
2024 Q3	$273K	Sell	4,315 -15	-0.3%	-$887	0.05%	207
2024 Q2	$238K	Buy	+4,330	New	+$245K	0.06%	188
2021 Q3	–	Sell	-3,530	Closed	-$247K	–	186
2021 Q2	$247K	Buy	+3,530	New	+$247K	0.08%	161

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Westover Capital Advisors's TD Position: Q2 2026 in Review

Westover Capital Advisors increased its Toronto Dominion Bank (TD) stake by 58% in Q2 2026, buying an estimated $207K and bringing the position to 5,140 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #134.

Westover Capital Advisors first reported a position in TD in Q2 2021 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Westover Capital Advisors held 5,140 shares of Toronto Dominion Bank worth $624K as of Q2 2026.
Westover Capital Advisors bought 1,888 Toronto Dominion Bank shares in Q2 2026, an estimated $207K.
Toronto Dominion Bank made up 0.1% of Westover Capital Advisors's portfolio in Q2 2026, its #134 holding.
Westover Capital Advisors first reported a position in Toronto Dominion Bank in Q2 2021 and has held it in 7 quarters since.
898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.