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Integrated Wealth Concepts’s Toronto Dominion Bank TD Stock Holding History

Integrated Wealth Concepts’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 		$2.1M Buy
22,459
+14,043
+167% +$1.34M 0.02% 727
2025
Q4 		$793K Sell
8,416
-13,641
-62% -$1.15M 0.01% 876
2025
Q3 		$1.76M Buy
22,057
+191
+0.9% +$14.3K 0.02% 725
2025
Q2 		$1.61M Buy
21,866
+1,846
+9% +$120K 0.02% 702
2025
Q1 		$1.2M Sell
20,020
-580
-3% -$33.8K 0.01% 757
2024
Q4 		$1.1M Sell
20,600
-1,871
-8% -$105K 0.01% 771
2024
Q3 		$1.42M Sell
22,471
-1,090
-5% -$64.4K 0.02% 662
2024
Q2 		$1.29M Buy
23,561
+612
+3% +$34.6K 0.02% 643
2024
Q1 		$1.39M Buy
22,949
+205
+0.9% +$12.4K 0.02% 632
2023
Q4 		$1.47M Buy
22,744
+898
+4% +$53.8K 0.02% 591
2023
Q3 		$1.32M Buy
21,846
+666
+3% +$41.5K 0.02% 579
2023
Q2 		$1.31M Sell
21,180
-349
-2% -$21K 0.02% 588
2023
Q1 		$1.29M Sell
21,529
-7,611
-26% -$492K 0.03% 531
2022
Q4 		$1.89M Buy
29,140
+1,281
+5% +$82.7K 0.05% 334
2022
Q3 		$1.71M Buy
27,859
+1,168
+4% +$75.6K 0.05% 318
2022
Q2 		$1.75M Buy
26,691
+54
+0.2% +$3.92K 0.05% 307
2022
Q1 		$2.12M Buy
26,637
+1,914
+8% +$154K 0.06% 248
2021
Q4 		$1.9M Buy
24,723
+5,626
+29% +$410K 0.06% 270
2021
Q3 		$1.26M Buy
19,097
+14,210
+291% +$947K 0.04% 338
2021
Q2 		$342K Sell
4,887
-359
-7% -$25.1K 0.01% 621
2021
Q1 		$342K Sell
5,246
-19,257
-79% -$1.18M 0.01% 556
2020
Q4 		$1.38M Buy
24,503
+1,257
+5% +$63.7K 0.07% 198
2020
Q3 		$1.07M Sell
23,246
-10
-0% -$466 0.07% 206
2020
Q2 		$1.04M Buy
23,256
+1,768
+8% +$75.3K 0.07% 172
2020
Q1 		$911K Buy
21,488
+3,993
+23% +$205K 0.08% 147
2019
Q4 		$982K Buy
17,495
+9,977
+133% +$566K 0.08% 157
2019
Q3 		$438K Buy
7,518
+2,559
+52% +$145K 0.05% 230
2019
Q2 		$291K Buy
+4,959
New +$279K 0.04% 281

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

Integrated Wealth Concepts's TD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Toronto Dominion Bank (TD) stake by 167% in Q1 2026, buying an estimated $1.34M and bringing the position to 22,459 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #727.

Integrated Wealth Concepts first reported a position in TD in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.12M in Q1 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Integrated Wealth Concepts held 22,459 shares of Toronto Dominion Bank worth $2.1M as of Q1 2026.
  • Integrated Wealth Concepts bought 14,043 Toronto Dominion Bank shares in Q1 2026, an estimated $1.34M.
  • Toronto Dominion Bank made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #727 holding.
  • Integrated Wealth Concepts first reported a position in Toronto Dominion Bank in Q2 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's Toronto Dominion Bank position peaked at $2.12M in Q1 2022.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.