Ascent Group’s Toronto Dominion Bank TD Stock Holding History

Ascent Group’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	$497K	Buy	5,329 +539	+11%	+$51.3K	0.02%	503
2025 Q4	$451K	Sell	4,790 -134	-3%	-$11.3K	0.02%	517
2025 Q3	$394K	Sell	4,924 -459	-9%	-$34.5K	0.01%	549
2025 Q2	$395K	Buy	5,383 +1,137	+27%	+$74.2K	0.02%	519
2025 Q1	$255K	Buy	+4,246	New	+$247K	0.01%	601

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

Ascent Group's TD Position: Q1 2026 in Review

Ascent Group increased its Toronto Dominion Bank (TD) stake by 11% in Q1 2026, buying an estimated $51.3K and bringing the position to 5,329 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #503.

Ascent Group first reported a position in TD in Q1 2025 and has held it in 5 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Ascent Group held 5,329 shares of Toronto Dominion Bank worth $497K as of Q1 2026.
Ascent Group bought 539 Toronto Dominion Bank shares in Q1 2026, an estimated $51.3K.
Toronto Dominion Bank made up 0.02% of Ascent Group's portfolio in Q1 2026, its #503 holding.
Ascent Group first reported a position in Toronto Dominion Bank in Q1 2025 and has held it in 5 quarters since.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.