Westwood Holdings Group’s Toronto Dominion Bank TD Stock Holding History

Westwood Holdings 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	$784K	Buy	+8,419	New	+$801K	0.01%	362
2023 Q3	–	Sell	-4,651	Closed	-$288K	–	496
2023 Q2	$288K	Hold	4,651	–	–	﹤0.01%	440
2023 Q1	$279K	Buy	4,651 +563	+14%	+$36.4K	﹤0.01%	448
2022 Q4	$265K	Buy	+4,088	New	+$264K	﹤0.01%	471
2022 Q2	–	Sell	-3,679	Closed	-$292K	–	486
2022 Q1	$292K	Sell	3,679 -2,017	-35%	-$163K	﹤0.01%	410
2021 Q4	$437K	Buy	+5,696	New	+$415K	﹤0.01%	388

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 $123B AUM 34.51% 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 $33.7B AUM 35.49% 1-Year Est. Return

Westwood Holdings Group's TD Position: Q1 2026 in Review

Westwood Holdings Group opened a new position in Toronto Dominion Bank (TD) in Q1 2026: 8,419 shares worth $784K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in TD as recently as Q2 2023.

Westwood Holdings Group first reported a position in TD in Q4 2021 and has held it in 6 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Westwood Holdings Group held 8,419 shares of Toronto Dominion Bank worth $784K as of Q1 2026.
Toronto Dominion Bank was a new Westwood Holdings Group position in Q1 2026.
Toronto Dominion Bank made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #362 holding.
Westwood Holdings Group first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 6 quarters since.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.