Next Level Private’s Toronto Dominion Bank TD Stock Holding History

Next Level Private’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	$610K	Hold	5,023	–	–	0.12%	107
2026 Q1	$469K	Hold	5,023	–	–	0.11%	116
2025 Q4	$473K	Buy	+5,023	New	+$424K	0.12%	106

Other funds holding TD

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Next Level Private's TD Position: Q2 2026 in Review

Next Level Private held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 5,023 shares worth $610K. The position accounts for 0.12% of the portfolio, ranked #107.

Next Level Private first reported a position in TD in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Next Level Private held 5,023 shares of Toronto Dominion Bank worth $610K as of Q2 2026.
Next Level Private left its Toronto Dominion Bank share count unchanged in Q2 2026.
Toronto Dominion Bank made up 0.12% of Next Level Private's portfolio in Q2 2026, its #107 holding.
Next Level Private first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 3 quarters since.
141 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.