WA
TD icon

Whipplewood Advisors’s Toronto Dominion Bank TD Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-6
Closed -$441 – 1056
2025
Q2 		$441 Sell
6
-1,478
-100% -$96.5K ﹤0.01% 1133
2025
Q1 		$360 Buy
1,484
+1,478
+24,633% +$86K ﹤0.01% 1156
2024
Q4 		$319 Buy
+6
New +$337 ﹤0.01% 1146

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Whipplewood Advisors's TD Position: Q3 2025 in Review

Whipplewood Advisors sold out of Toronto Dominion Bank (TD) in Q3 2025, closing a stake of 6 shares — an estimated $441 sold.

Whipplewood Advisors first reported a position in TD in Q4 2024 and held it in 3 quarters. The position peaked at $441 in Q2 2025. 708 funds tracked by Wall St. Rank hold TD as of Q3 2025.

  • Whipplewood Advisors reported no remaining Toronto Dominion Bank position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Toronto Dominion Bank shares in Q3 2025, an estimated $441.
  • Whipplewood Advisors first reported a position in Toronto Dominion Bank in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Toronto Dominion Bank position peaked at $441 in Q2 2025.
  • 708 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.