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Jeppson Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Jeppson Wealth 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 		$222K Hold
2,374
– – 0.07% 212
2025
Q4 		$224K Buy
+2,374
New +$200K 0.07% 203
2020
Q4 		– Sell
-2,309
Closed -$107K – 409
2020
Q3 		$107K Buy
+2,309
New +$108K 0.08% 163

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

Jeppson Wealth Management's TD Position: Q1 2026 in Review

Jeppson Wealth Management held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,374 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #212.

Jeppson Wealth Management first reported a position in TD in Q3 2020 and has held it in 3 quarters since. The position peaked at $224K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Jeppson Wealth Management held 2,374 shares of Toronto Dominion Bank worth $222K as of Q1 2026.
  • Jeppson Wealth Management left its Toronto Dominion Bank share count unchanged in Q1 2026.
  • Toronto Dominion Bank made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Jeppson Wealth Management first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 3 quarters since.
  • Jeppson Wealth Management's Toronto Dominion Bank position peaked at $224K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.