Philip James Wealth Mangement’s Toronto Dominion Bank TD Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-3,082	Closed	-$288K	–	165
2026 Q1	$288K	Sell	3,082 -968	-24%	-$92.1K	0.03%	138
2025 Q4	$382K	Sell	4,050 -300	-7%	-$25.3K	0.04%	134
2025 Q3	$348K	Sell	4,350 -2,077	-32%	-$156K	0.04%	139
2025 Q2	$472K	Buy	6,427 +5	+0.1%	+$326	0.06%	113
2025 Q1	$385K	Buy	6,422 +260	+4%	+$15.1K	0.05%	115
2024 Q4	$328K	Buy	+6,162	New	+$346K	0.04%	130

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

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

Philip James Wealth Mangement's TD Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of Toronto Dominion Bank (TD) in Q2 2026, closing a stake of 3,082 shares — an estimated $288K sold.

Philip James Wealth Mangement first reported a position in TD in Q4 2024 and held it in 6 quarters. The position peaked at $472K in Q2 2025. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

Philip James Wealth Mangement reported no remaining Toronto Dominion Bank position as of Q2 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 3,082 Toronto Dominion Bank shares in Q2 2026, an estimated $288K.
Philip James Wealth Mangement first reported a position in Toronto Dominion Bank in Q4 2024 and held it in 6 quarters.
Philip James Wealth Mangement's Toronto Dominion Bank position peaked at $472K in Q2 2025.
900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.