Williams Financial’s Toronto Dominion Bank TD Stock Holding History

Williams Financial’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	$382K	Hold	3,146	–	–	0.2%	20
2026 Q1	$294K	Hold	3,146	–	–	0.17%	21
2025 Q4	$296K	Hold	3,146	–	–	0.17%	21
2025 Q3	$252K	Sell	3,146 -100	-3%	-$7.51K	0.26%	13
2025 Q2	$238K	Sell	3,246 -550	-14%	-$35.9K	0.26%	10
2025 Q1	$228K	Buy	+3,796	New	+$221K	0.16%	14
2022 Q2	–	Sell	-2,731	Closed	-$217K	–	35
2022 Q1	$217K	Hold	2,731	–	–	0.16%	32
2021 Q4	$209K	Buy	+2,731	New	+$199K	0.16%	34

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

Williams Financial's TD Position: Q2 2026 in Review

Williams Financial held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 3,146 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #20.

Williams Financial first reported a position in TD in Q4 2021 and has held it in 8 quarters since. 897 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Williams Financial held 3,146 shares of Toronto Dominion Bank worth $382K as of Q2 2026.
Williams Financial left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.2% of Williams Financial's portfolio in Q2 2026, its #20 holding.
Williams Financial first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 8 quarters since.
897 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.