Larry Mathis Financial Planning’s Toronto Dominion Bank TD Stock Holding History

Larry Mathis Financial Planning’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	$600K	Buy	+4,941	New	+$541K	0.46%	57

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

Larry Mathis Financial Planning's TD Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 4,941 shares worth $600K. The stake represents 0.46% of the portfolio and ranks #57 among its holdings.

902 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Larry Mathis Financial Planning held 4,941 shares of Toronto Dominion Bank worth $600K as of Q2 2026.
Toronto Dominion Bank was a new Larry Mathis Financial Planning position in Q2 2026.
Toronto Dominion Bank made up 0.46% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #57 holding.
902 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.