Summit Financial’s Toronto Dominion Bank TD Stock Holding History

Summit Financial’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	$216K	Buy	+2,311	New	+$220K	﹤0.01%	1321

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

Summit Financial's TD Position: Q1 2026 in Review

Summit Financial opened a new position in Toronto Dominion Bank (TD) in Q1 2026: 2,311 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings.

837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Summit Financial held 2,311 shares of Toronto Dominion Bank worth $216K as of Q1 2026.
Toronto Dominion Bank was a new Summit Financial position in Q1 2026.
Toronto Dominion Bank made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1321 holding.
837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.