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Whittier Trust’s Toronto Dominion Bank TD Stock Holding History

Whittier Trust’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
-3,795
Closed -$279K – 1597
2025
Q2 		$279K Sell
3,795
-550
-13% -$35.9K ﹤0.01% 594
2025
Q1 		$260K Hold
4,345
– – ﹤0.01% 602
2024
Q4 		$231K Hold
4,345
– – ﹤0.01% 634
2024
Q3 		$275K Hold
4,345
– – ﹤0.01% 615
2024
Q2 		$239K Sell
4,345
-1,200
-22% -$67.9K ﹤0.01% 621
2024
Q1 		$335K Sell
5,545
-490
-8% -$29.6K ﹤0.01% 557
2023
Q4 		$390K Hold
6,035
– – 0.01% 526
2023
Q3 		$364K Sell
6,035
-110
-2% -$6.86K 0.01% 527
2023
Q2 		$381K Sell
6,145
-2,759
-31% -$166K 0.01% 511
2023
Q1 		$533K Sell
8,904
-652
-7% -$42.1K 0.01% 452
2022
Q4 		$619K Sell
9,556
-198
-2% -$12.8K 0.01% 429
2022
Q3 		$598K Buy
9,754
+3,250
+50% +$210K 0.01% 423
2022
Q2 		$427K Buy
6,504
+45
+0.7% +$3.27K 0.01% 484
2022
Q1 		$513K Buy
6,459
+3
+0% +$242 0.01% 487
2021
Q4 		$495K Buy
6,456
+1,202
+23% +$87.6K 0.01% 484
2021
Q3 		$348K Buy
5,254
+344
+7% +$22.9K 0.01% 532
2021
Q2 		$344K Hold
4,910
– – 0.01% 538
2021
Q1 		$320K Hold
4,910
– – 0.01% 551
2020
Q4 		$277K Sell
4,910
-698
-12% -$35.4K 0.01% 535
2020
Q3 		$259K Hold
5,608
– – 0.01% 522
2020
Q2 		$250K Sell
5,608
-296
-5% -$12.6K 0.01% 501
2020
Q1 		$250K Hold
5,904
– – 0.01% 477
2019
Q4 		$331K Sell
5,904
-1,794
-23% -$102K 0.01% 461
2019
Q3 		$448K Hold
7,698
– – 0.01% 415
2019
Q2 		$449K Sell
7,698
-250
-3% -$14.1K 0.01% 409
2019
Q1 		$432K Sell
7,948
-757
-9% -$41.8K 0.01% 405
2018
Q4 		$433K Sell
8,705
-2,971
-25% -$163K 0.01% 386
2018
Q3 		$710K Hold
11,676
– – 0.02% 328
2018
Q2 		$676K Sell
11,676
-140
-1% -$8.01K 0.02% 332
2018
Q1 		$672K Hold
11,816
– – 0.02% 333
2017
Q4 		$692K Hold
11,816
– – 0.02% 322
2017
Q3 		$665K Hold
11,816
– – 0.02% 323
2017
Q2 		$595K Sell
11,816
-400
-3% -$19.3K 0.02% 325
2017
Q1 		$612K Sell
12,216
-1,191
-9% -$60.9K 0.02% 320
2016
Q4 		$661K Sell
13,407
-2,260
-14% -$106K 0.03% 303
2016
Q3 		$696K Hold
15,667
– – 0.03% 306
2016
Q2 		$673K Sell
15,667
-3,532
-18% -$154K 0.03% 302
2016
Q1 		$828K Sell
19,199
-2,477
-11% -$95.6K 0.04% 278
2015
Q4 		$849K Sell
21,676
-19,542
-47% -$791K 0.04% 286
2015
Q3 		$1.62M Sell
41,218
-5,062
-11% -$202K 0.08% 203
2015
Q2 		$1.97M Sell
46,280
-64,302
-58% -$2.88M 0.09% 192
2015
Q1 		$4.74M Sell
110,582
-2,592
-2% -$111K 0.22% 125
2014
Q4 		$5.41M Sell
113,174
-2,245
-2% -$108K 0.26% 109
2014
Q3 		$5.7M Buy
115,419
+6,921
+6% +$359K 0.28% 103
2014
Q2 		$5.58M Sell
108,498
-1,244
-1% -$60.4K 0.28% 104
2014
Q1 		$5.15M Sell
109,742
-80
-0.1% -$3.61K 0.26% 107
2013
Q4 		$5.17M Sell
109,822
-676
-0.6% -$30.8K 0.27% 104
2013
Q3 		$4.97M Buy
110,498
+1,288
+1% +$54.7K 0.27% 101
2013
Q2 		$4.39M Buy
+109,210
New +$4.4M 0.25% 106

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

Whittier Trust's TD Position: Q3 2025 in Review

Whittier Trust sold out of Toronto Dominion Bank (TD) in Q3 2025, closing a stake of 3,795 shares — an estimated $279K sold.

Whittier Trust first reported a position in TD in Q2 2013 and held it in 49 quarters. The position peaked at $5.7M in Q3 2014. 708 funds tracked by Wall St. Rank hold TD as of Q3 2025.

  • Whittier Trust reported no remaining Toronto Dominion Bank position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 3,795 Toronto Dominion Bank shares in Q3 2025, an estimated $279K.
  • Whittier Trust first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 49 quarters.
  • Whittier Trust's Toronto Dominion Bank position peaked at $5.7M in Q3 2014.
  • 708 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.