Zevin Asset Management’s Toronto Dominion Bank TD Stock Holding History

Zevin Asset 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 Q1	$206K	Hold	2,204	–	–	0.03%	92
2025 Q4	$208K	Buy	+2,204	New	+$186K	0.03%	97
2017 Q1	–	Sell	-29,785	Closed	-$1.47M	–	122
2016 Q4	$1.47M	Buy	29,785 +2,485	+9%	+$116K	0.38%	53
2016 Q3	$1.21M	Buy	27,300 +1,195	+5%	+$52.4K	0.39%	49
2016 Q2	$1.12M	Buy	26,105 +1,705	+7%	+$74.2K	0.31%	59
2016 Q1	$1.05M	Buy	24,400 +420	+2%	+$16.2K	0.3%	59
2015 Q4	$939K	Buy	23,980 +2,135	+10%	+$86.4K	0.25%	70
2015 Q3	$861K	Buy	21,845 +5,795	+36%	+$231K	0.25%	72
2015 Q2	$682K	Buy	16,050 +4,415	+38%	+$198K	0.18%	81
2015 Q1	$499K	Buy	11,635 +2,500	+27%	+$107K	0.14%	88
2014 Q4	$436K	Buy	+9,135	New	+$441K	0.12%	95

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

Zevin Asset Management's TD Position: Q1 2026 in Review

Zevin Asset Management held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,204 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #92.

Zevin Asset Management first reported a position in TD in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2016. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Zevin Asset Management held 2,204 shares of Toronto Dominion Bank worth $206K as of Q1 2026.
Zevin Asset Management left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.03% of Zevin Asset Management's portfolio in Q1 2026, its #92 holding.
Zevin Asset Management first reported a position in Toronto Dominion Bank in Q4 2014 and has held it in 11 quarters since.
Zevin Asset Management's Toronto Dominion Bank position peaked at $1.47M in Q4 2016.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.