WorthPointe’s Toronto Dominion Bank TD Stock Holding History

WorthPointe’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	–	Sell	-3,101	Closed	-$292K	–	135
2025 Q4	$292K	Buy	3,101 +39	+1%	+$3.29K	0.08%	107
2025 Q3	$245K	Hold	3,062	–	–	0.09%	92
2025 Q2	$225K	Buy	+3,062	New	+$200K	0.09%	90
2024 Q1	–	Sell	-3,558	Closed	-$230K	–	79
2023 Q4	$230K	Buy	+3,558	New	+$213K	0.12%	65
2022 Q1	–	Sell	-4,926	Closed	-$345K	–	57
2021 Q4	$345K	Buy	+4,926	New	+$359K	0.31%	33

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

WorthPointe's TD Position: Q1 2026 in Review

WorthPointe sold out of Toronto Dominion Bank (TD) in Q1 2026, closing a stake of 3,101 shares — an estimated $292K sold.

WorthPointe first reported a position in TD in Q4 2021 and held it in 5 quarters. The position peaked at $345K in Q4 2021. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

WorthPointe reported no remaining Toronto Dominion Bank position as of Q1 2026 after selling out during the quarter.
WorthPointe sold 3,101 Toronto Dominion Bank shares in Q1 2026, an estimated $292K.
WorthPointe first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 5 quarters.
WorthPointe's Toronto Dominion Bank position peaked at $345K in Q4 2021.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.