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Asset Planning Inc’s Toronto Dominion Bank TD Stock Holding History

Asset Planning Inc’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 		$126K Hold
1,351
– – 0.09% 100
2025
Q4 		$127K Sell
1,351
-206
-13% -$17.4K 0.09% 96
2025
Q3 		$125K Hold
1,557
– – 0.09% 100
2025
Q2 		$114K Hold
1,557
– – 0.09% 102
2025
Q1 		$93.4K Sell
1,557
-400
-20% -$23.3K 0.07% 107
2024
Q4 		$104K Buy
+1,957
New +$110K 0.08% 100

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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

Asset Planning Inc's TD Position: Q1 2026 in Review

Asset Planning Inc held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 1,351 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #100.

Asset Planning Inc first reported a position in TD in Q4 2024 and has held it in 6 quarters since. The position peaked at $127K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Asset Planning Inc held 1,351 shares of Toronto Dominion Bank worth $126K as of Q1 2026.
  • Asset Planning Inc left its Toronto Dominion Bank share count unchanged in Q1 2026.
  • Toronto Dominion Bank made up 0.09% of Asset Planning Inc's portfolio in Q1 2026, its #100 holding.
  • Asset Planning Inc first reported a position in Toronto Dominion Bank in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Toronto Dominion Bank position peaked at $127K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.