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	$600M	Buy	+4,941	New	+$541K	0.48%	56

Other funds holding TD

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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 $600M. The stake represents 0.48% of the portfolio and ranks #56 among its holdings.

141 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 $600M as of Q2 2026.
Toronto Dominion Bank was a new Larry Mathis Financial Planning position in Q2 2026.
Toronto Dominion Bank made up 0.48% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #56 holding.
141 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.