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SHP Wealth Management’s Toronto Dominion Bank TD Stock Holding History

SHP Wealth Management’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 		$617K Hold
6,609
– – 0.05% 130
2025
Q4 		$623K Buy
+6,609
New +$558K 0.05% 123

Other funds holding TD

Royal Bank of Canada
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Bank of Montreal
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
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 $140B AUM 46.34% 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

SHP Wealth Management's TD Position: Q1 2026 in Review

SHP Wealth Management held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 6,609 shares worth $617K. The position accounts for 0.05% of the portfolio, ranked #130.

SHP Wealth Management first reported a position in TD in Q4 2025 and has held it in 2 quarters since. The position peaked at $623K in Q4 2025. 838 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • SHP Wealth Management held 6,609 shares of Toronto Dominion Bank worth $617K as of Q1 2026.
  • SHP Wealth Management left its Toronto Dominion Bank share count unchanged in Q1 2026.
  • Toronto Dominion Bank made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #130 holding.
  • SHP Wealth Management first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Toronto Dominion Bank position peaked at $623K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.