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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Philip James Wealth Mangement's TD Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Toronto Dominion Bank (TD) stake by 24% in Q1 2026, selling an estimated $92.1K and leaving 3,082 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #138.

Philip James Wealth Mangement first reported a position in TD in Q4 2024 and has held it in 6 quarters since. The position peaked at $472K in Q2 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Philip James Wealth Mangement held 3,082 shares of Toronto Dominion Bank worth $288K as of Q1 2026.
Philip James Wealth Mangement sold 968 Toronto Dominion Bank shares in Q1 2026, an estimated $92.1K.
Toronto Dominion Bank made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #138 holding.
Philip James Wealth Mangement first reported a position in Toronto Dominion Bank in Q4 2024 and has held it in 6 quarters since.
Philip James Wealth Mangement's Toronto Dominion Bank position peaked at $472K in Q2 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.