Next Level Wealth Planning’s Toronto Dominion Bank TD Stock Holding History

Next Level Wealth 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 Q3	$129K	Buy	+1,100	New	+$133K	0.05%	93

Other funds holding TD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Next Level Wealth Planning's TD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Toronto Dominion Bank (TD) in Q3 2026: 1,100 shares worth $129K. The stake represents 0.05% of the portfolio and ranks #93 among its holdings.

475 funds tracked by Wall St. Rank hold TD as of Q3 2026.

Next Level Wealth Planning held 1,100 shares of Toronto Dominion Bank worth $129K as of Q3 2026.
Toronto Dominion Bank was a new Next Level Wealth Planning position in Q3 2026.
Toronto Dominion Bank made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #93 holding.
475 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.