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Summit Global Investments’s Toronto Dominion Bank TD Stock Holding History

Summit Global Investments’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 		$463K Buy
+3,814
New +$417K 0.03% 356
2026
Q1 		– Sell
-3,469
Closed -$327K – 532
2025
Q4 		$327K Buy
+3,469
New +$293K 0.02% 404
2024
Q1 		– Sell
-4,592
Closed -$297K – 600
2023
Q4 		$297K Sell
4,592
-1,637
-26% -$98.2K 0.02% 434
2023
Q3 		$375K Buy
6,229
+723
+13% +$45.1K 0.03% 389
2023
Q2 		$341K Sell
5,506
-9
-0.2% -$541 0.02% 400
2023
Q1 		$330K Buy
5,515
+184
+3% +$11.9K 0.03% 408
2022
Q4 		$345K Buy
5,331
+289
+6% +$18.7K 0.03% 379
2022
Q3 		$309K Sell
5,042
-6,320
-56% -$409K 0.03% 394
2022
Q2 		$745K Sell
11,362
-58,536
-84% -$4.25M 0.07% 261
2022
Q1 		$5.55M Sell
69,898
-10,565
-13% -$851K 0.41% 69
2021
Q4 		$6.17M Buy
80,463
+5,063
+7% +$369K 0.4% 62
2021
Q3 		$4.99M Buy
75,400
+42,637
+130% +$2.84M 0.37% 60
2021
Q2 		$2.29M Buy
32,763
+6,602
+25% +$462K 0.14% 121
2021
Q1 		$1.71M Buy
26,161
+8,045
+44% +$491K 0.11% 143
2020
Q4 		$1.02M Buy
+18,116
New +$918K 0.1% 151
2019
Q4 		– Sell
-12,440
Closed -$725K – 302
2019
Q3 		$725K Buy
12,440
+155
+1% +$8.81K 0.08% 233
2019
Q2 		$717K Buy
12,285
+1,395
+13% +$78.5K 0.09% 186
2019
Q1 		$592K Buy
+10,890
New +$602K 0.08% 251

Other funds holding TD

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit Global Investments's TD Position: Q2 2026 in Review

Summit Global Investments opened a new position in Toronto Dominion Bank (TD) in Q2 2026: 3,814 shares worth $463K. The stake represents 0.03% of the portfolio and ranks #356 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in TD as recently as Q4 2025.

Summit Global Investments first reported a position in TD in Q1 2019 and has held it in 18 quarters since. The position peaked at $6.17M in Q4 2021. 388 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Summit Global Investments held 3,814 shares of Toronto Dominion Bank worth $463K as of Q2 2026.
  • Toronto Dominion Bank was a new Summit Global Investments position in Q2 2026.
  • Toronto Dominion Bank made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #356 holding.
  • Summit Global Investments first reported a position in Toronto Dominion Bank in Q1 2019 and has held it in 18 quarters since.
  • Summit Global Investments's Toronto Dominion Bank position peaked at $6.17M in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.