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

JPL 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 		$7.65K Buy
+82
New +$7.8K ﹤0.01% 592
2025
Q4 		– Sell
-58
Closed -$4.64K – 1009
2025
Q3 		$4.64K Buy
+58
New +$4.35K ﹤0.01% 681

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

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

JPL Wealth Management opened a new position in Toronto Dominion Bank (TD) in Q1 2026: 82 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TD as recently as Q3 2025.

JPL Wealth Management first reported a position in TD in Q3 2025 and has held it in 2 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • JPL Wealth Management held 82 shares of Toronto Dominion Bank worth $7.65K as of Q1 2026.
  • Toronto Dominion Bank was a new JPL Wealth Management position in Q1 2026.
  • Toronto Dominion Bank made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #592 holding.
  • JPL Wealth Management first reported a position in Toronto Dominion Bank in Q3 2025 and has held it in 2 quarters since.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.