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Legacy Wealth Management (Idaho)’s Toronto Dominion Bank TD Stock Holding History

Legacy Wealth Management (Idaho)’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 		$6.35K Sell
68
-68
-50% -$6.47K ﹤0.01% 574
2025
Q4 		$12.8K Buy
+136
New +$11.5K 0.01% 389

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

Legacy Wealth Management (Idaho)'s TD Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Toronto Dominion Bank (TD) stake by 50% in Q1 2026, selling an estimated $6.47K and leaving 68 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Legacy Wealth Management (Idaho) first reported a position in TD in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.8K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 68 shares of Toronto Dominion Bank worth $6.35K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 68 Toronto Dominion Bank shares in Q1 2026, an estimated $6.47K.
  • Toronto Dominion Bank made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #574 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s Toronto Dominion Bank position peaked at $12.8K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.