Legacy Capital Group California’s Toronto Dominion Bank TD Stock Holding History

Legacy Capital Group California’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	$333K	Buy	+3,567	New	+$339K	0.13%	227
2025 Q1	–	Sell	-4,582	Closed	-$244K	–	359
2024 Q4	$244K	Sell	4,582 -6	-0.1%	-$337	0.07%	280
2024 Q3	$290K	Sell	4,588 -7	-0.2%	-$414	0.1%	236
2024 Q2	$253K	Buy	4,595 +322	+8%	+$18.2K	0.09%	259
2024 Q1	$258K	Buy	+4,273	New	+$258K	0.1%	247
2023 Q2	–	Sell	-16,148	Closed	-$967K	–	294
2023 Q1	$967K	Buy	+16,148	New	+$1.04M	0.47%	52

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Legacy Capital Group California's TD Position: Q1 2026 in Review

Legacy Capital Group California opened a new position in Toronto Dominion Bank (TD) in Q1 2026: 3,567 shares worth $333K. The stake represents 0.13% of the portfolio and ranks #227 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in TD as recently as Q4 2024.

Legacy Capital Group California first reported a position in TD in Q1 2023 and has held it in 6 quarters since. The position peaked at $967K in Q1 2023. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Legacy Capital Group California held 3,567 shares of Toronto Dominion Bank worth $333K as of Q1 2026.
Toronto Dominion Bank was a new Legacy Capital Group California position in Q1 2026.
Toronto Dominion Bank made up 0.13% of Legacy Capital Group California's portfolio in Q1 2026, its #227 holding.
Legacy Capital Group California first reported a position in Toronto Dominion Bank in Q1 2023 and has held it in 6 quarters since.
Legacy Capital Group California's Toronto Dominion Bank position peaked at $967K in Q1 2023.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.