OFO
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OneAscent Family Office’s Toronto Dominion Bank TD Stock Holding History

OneAscent Family Office’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 		$255K Hold
2,729
– – 0.18% 140
2025
Q4 		$257K Buy
+2,729
New +$230K 0.17% 130

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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 $115B AUM 41.58% 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 $38B AUM 39.14% 1-Year Est. Return

OneAscent Family Office's TD Position: Q1 2026 in Review

OneAscent Family Office held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,729 shares worth $255K. The position accounts for 0.18% of the portfolio, ranked #140.

OneAscent Family Office first reported a position in TD in Q4 2025 and has held it in 2 quarters since. The position peaked at $257K in Q4 2025. 838 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • OneAscent Family Office held 2,729 shares of Toronto Dominion Bank worth $255K as of Q1 2026.
  • OneAscent Family Office left its Toronto Dominion Bank share count unchanged in Q1 2026.
  • Toronto Dominion Bank made up 0.18% of OneAscent Family Office's portfolio in Q1 2026, its #140 holding.
  • OneAscent Family Office first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 2 quarters since.
  • OneAscent Family Office's Toronto Dominion Bank position peaked at $257K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.