Wolff Financial Management’s Toronto Dominion Bank TD Stock Holding History

Wolff Financial Management’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	$944K	Hold	7,771	–	–	0.19%	52
2026 Q1	$725K	Hold	7,771	–	–	0.16%	59
2025 Q4	$732K	Hold	7,771	–	–	0.16%	57
2025 Q3	$621K	Hold	7,771	–	–	0.14%	62
2025 Q2	$571K	Hold	7,771	–	–	0.15%	62
2025 Q1	$466K	Hold	7,771	–	–	0.13%	69
2024 Q4	$414K	Hold	7,771	–	–	0.11%	69
2024 Q3	$492K	Buy	+7,771	New	+$459K	0.13%	71
2024 Q2	–	Sell	-7,771	Closed	-$469K	–	81
2024 Q1	$469K	Hold	7,771	–	–	0.14%	70
2023 Q4	$502K	Hold	7,771	–	–	0.16%	67
2023 Q3	$468K	Buy	+7,771	New	+$484K	0.16%	65
2023 Q2	–	Sell	-7,771	Closed	-$465K	–	85
2023 Q1	$465K	Hold	7,771	–	–	0.16%	69
2022 Q4	$503K	Hold	7,771	–	–	0.19%	67
2022 Q3	$476K	Hold	7,771	–	–	0.22%	66
2022 Q2	$510K	Hold	7,771	–	–	0.23%	68
2022 Q1	$617K	Hold	7,771	–	–	0.25%	57
2021 Q4	$596K	Buy	+7,771	New	+$567K	0.23%	61
2021 Q1	$507K	Hold	7,771	–	–	0.23%	67
2020 Q4	$438K	Hold	7,771	–	–	0.23%	64
2020 Q3	$359K	Hold	7,771	–	–	0.21%	65
2020 Q2	$347K	Hold	7,771	–	–	0.22%	64
2020 Q1	$329K	Hold	7,771	–	–	0.25%	63
2019 Q4	$436K	Hold	7,771	–	–	0.29%	56
2019 Q3	$453K	Buy	7,771 +2,717	+54%	+$154K	0.33%	52
2019 Q2	$295K	Hold	5,054	–	–	0.23%	67
2019 Q1	$275K	Hold	5,054	–	–	0.23%	69
2018 Q4	$251K	Buy	+5,054	New	+$277K	0.24%	70

Other funds holding TD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wolff Financial Management's TD Position: Q2 2026 in Review

Wolff Financial Management held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 7,771 shares worth $944K. The position accounts for 0.19% of the portfolio, ranked #52.

Wolff Financial Management first reported a position in TD in Q4 2018 and has held it in 27 quarters since. 186 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Wolff Financial Management held 7,771 shares of Toronto Dominion Bank worth $944K as of Q2 2026.
Wolff Financial Management left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.19% of Wolff Financial Management's portfolio in Q2 2026, its #52 holding.
Wolff Financial Management first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 27 quarters since.
186 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.