YHB Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

YHB Investment 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
2026 Q2	$313K	Buy	2,578 +100	+4%	+$10.9K	0.02%	268
2026 Q1	$231K	Hold	2,478	–	–	0.02%	282
2025 Q4	$233K	Buy	+2,478	New	+$209K	0.02%	282
2024 Q4	–	Sell	-6,017	Closed	-$381K	–	287
2024 Q3	$381K	Hold	6,017	–	–	0.03%	220
2024 Q2	$331K	Buy	6,017 +2	+0%	+$113	0.03%	227
2024 Q1	$363K	Sell	6,015 -20	-0.3%	-$1.21K	0.03%	218
2023 Q4	$390K	Hold	6,035	–	–	0.04%	204
2023 Q3	$364K	Hold	6,035	–	–	0.03%	208
2023 Q2	$374K	Buy	6,035 +59	+1%	+$3.55K	0.03%	212
2023 Q1	$358K	Hold	5,976	–	–	0.04%	215
2022 Q4	$387K	Buy	5,976 +186	+3%	+$12K	0.04%	200
2022 Q3	$355K	Hold	5,790	–	–	0.04%	208
2022 Q2	$380K	Hold	5,790	–	–	0.04%	207
2022 Q1	$460K	Hold	5,790	–	–	0.04%	199
2021 Q4	$444K	Hold	5,790	–	–	0.04%	216
2021 Q3	$383K	Hold	5,790	–	–	0.03%	223
2021 Q2	$406K	Hold	5,790	–	–	0.03%	221
2021 Q1	$384K	Hold	5,790	–	–	0.03%	217
2020 Q4	$327K	Sell	5,790 -100	-2%	-$5.07K	0.03%	225
2020 Q3	$272K	Sell	5,890 -16,028	-73%	-$746K	0.03%	226
2020 Q2	$978K	Sell	21,918 -24	-0.1%	-$1.02K	0.14%	109
2020 Q1	$930K	Sell	21,942 -294	-1%	-$15.1K	0.16%	102
2019 Q4	$1.25M	Buy	22,236 +4	+0%	+$227	0.18%	100
2019 Q3	$1.29M	Sell	22,232 -16	-0.1%	-$910	0.2%	95
2019 Q2	$1.3M	Sell	22,248 -100	-0.4%	-$5.63K	0.21%	101
2019 Q1	$1.21M	Sell	22,348 -685	-3%	-$37.9K	0.19%	106
2018 Q4	$1.15M	Hold	23,033	–	–	0.2%	104
2018 Q3	$1.4M	Hold	23,033	–	–	0.21%	106
2018 Q2	$1.33M	Hold	23,033	–	–	0.22%	107
2018 Q1	$1.31M	Hold	23,033	–	–	0.22%	105
2017 Q4	$1.35M	Sell	23,033 -23	-0.1%	-$1.31K	0.23%	100
2017 Q3	$1.3M	Sell	23,056 -560	-2%	-$29.4K	0.23%	100
2017 Q2	$1.19M	Buy	23,616 +2,658	+13%	+$128K	0.2%	100
2017 Q1	$987K	Hold	20,958	–	–	0.19%	106
2016 Q4	$1.03M	Hold	20,958	–	–	0.22%	102
2016 Q3	$931K	Sell	20,958 -234	-1%	-$10.3K	0.22%	99
2016 Q2	$910K	Hold	21,192	–	–	0.2%	103
2016 Q1	$914K	Sell	21,192 -374	-2%	-$14.4K	0.25%	90
2015 Q4	$845K	Sell	21,566 -294	-1%	-$11.9K	0.19%	106
2015 Q3	$862K	Sell	21,860 -158	-0.7%	-$6.29K	0.2%	108
2015 Q2	$936K	Hold	22,018	–	–	0.2%	107
2015 Q1	$943K	Sell	22,018 -220	-1%	-$9.45K	0.21%	102
2014 Q4	$1.06M	Hold	22,238	–	–	0.24%	99
2014 Q3	$1.1M	Sell	22,238 -70	-0.3%	-$3.63K	0.26%	95
2014 Q2	$1.15M	Sell	22,308 -500	-2%	-$24.3K	0.28%	92
2014 Q1	$1.07M	Sell	22,808 -352	-2%	-$15.9K	0.27%	93
2013 Q4	$1.09M	Sell	23,160 -202	-0.9%	-$9.19K	0.29%	93
2013 Q3	$1.05M	Sell	23,362 -1,090	-4%	-$46.3K	0.31%	91
2013 Q2	$983K	Buy	+24,452	New	+$985K	0.31%	90

Other funds holding TD

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

YHB Investment Advisors's TD Position: Q2 2026 in Review

YHB Investment Advisors increased its Toronto Dominion Bank (TD) stake by 4% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,578 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #268.

YHB Investment Advisors first reported a position in TD in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.4M in Q3 2018. 359 funds tracked by Wall St. Rank hold TD as of Q2 2026.

YHB Investment Advisors held 2,578 shares of Toronto Dominion Bank worth $313K as of Q2 2026.
YHB Investment Advisors bought 100 Toronto Dominion Bank shares in Q2 2026, an estimated $10.9K.
Toronto Dominion Bank made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #268 holding.
YHB Investment Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 49 quarters since.
YHB Investment Advisors's Toronto Dominion Bank position peaked at $1.4M in Q3 2018.
359 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.