Keystone Sells Over 95% of TD Bank Holdings

Keystone Financial Planning disclosed the sale the of the majority of its holdings in Toronto-Dominion Bank (NYSE:TD), better known as TD Bank. According to its SEC filing for the period ended Q3 2025, it sold shares worth an estimated $8.4 million.

According to a filing with the Securities and Exchange Commission dated October 07, 2025, Keystone Financial Planning sold over 95% of its TD Bank holdings -- worth about $8.4 million. It reduced its position from 118,799 shares worth about $8.7 million to just 4,104 shares worth around $328,000.

The fund's TD stake now represents 0.1% of 13F reportable assets under management as of September 30, 2025.

Source Fool.com