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 Q2	$285K	Sell	2,349 -25	-1%	-$2.74K	0.08%	195
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Jeppson Wealth Management's TD Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Toronto Dominion Bank (TD) stake by 1.1% in Q2 2026, selling an estimated $2.74K and leaving 2,349 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #195.

Jeppson Wealth Management first reported a position in TD in Q3 2020 and has held it in 4 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Jeppson Wealth Management held 2,349 shares of Toronto Dominion Bank worth $285K as of Q2 2026.
Jeppson Wealth Management sold 25 Toronto Dominion Bank shares in Q2 2026, an estimated $2.74K.
Toronto Dominion Bank made up 0.08% of Jeppson Wealth Management's portfolio in Q2 2026, its #195 holding.
Jeppson Wealth Management first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 4 quarters since.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.