Leo Wealth LLC’s Toronto Dominion Bank TD Stock Holding History

Leo Wealth LLC’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	$277K	Sell	2,964 -117	-4%	-$11.1K	0.02%	379
2025 Q4	$290K	Sell	3,081 -4	-0.1%	-$338	0.02%	354
2025 Q3	$247K	Sell	3,085 -25	-0.8%	-$1.88K	0.03%	253
2025 Q2	$228K	Buy	+3,110	New	+$203K	0.02%	355
2025 Q1	–	Sell	-12,630	Closed	-$672K	–	364
2024 Q4	$672K	Buy	12,630 +41	+0.3%	+$2.3K	0.06%	196
2024 Q3	$796K	Buy	12,589 +10	+0.1%	+$591	0.07%	176
2024 Q2	$687K	Sell	12,579 -313	-2%	-$17.7K	0.07%	184
2024 Q1	$777K	Sell	12,892 -174	-1%	-$10.5K	0.08%	170
2023 Q4	$805K	Buy	+13,066	New	+$783K	0.08%	153

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Leo Wealth LLC's TD Position: Q1 2026 in Review

Leo Wealth LLC reduced its Toronto Dominion Bank (TD) stake by 3.8% in Q1 2026, selling an estimated $11.1K and leaving 2,964 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #379.

Leo Wealth LLC first reported a position in TD in Q4 2023 and has held it in 9 quarters since. The position peaked at $805K in Q4 2023. 841 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Leo Wealth LLC held 2,964 shares of Toronto Dominion Bank worth $277K as of Q1 2026.
Leo Wealth LLC sold 117 Toronto Dominion Bank shares in Q1 2026, an estimated $11.1K.
Toronto Dominion Bank made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #379 holding.
Leo Wealth LLC first reported a position in Toronto Dominion Bank in Q4 2023 and has held it in 9 quarters since.
Leo Wealth LLC's Toronto Dominion Bank position peaked at $805K in Q4 2023.
841 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.