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Summit Securities Group’s Toronto Dominion Bank TD Stock Holding History

Summit Securities Group’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 		$328K Hold
2,700
– – 0.03% 218
2026
Q1 		$252K Sell
2,700
-6,000
-69% -$571K 0.03% 206
2025
Q4 		$820K Buy
8,700
+6,900
+383% +$583K 0.11% 148
2025
Q3 		$144K Buy
+1,800
New +$135K 0.03% 318
2025
Q1 		– Sell
-1,300
Closed -$69.2K – 1093
2024
Q4 		$69.2K Sell
1,300
-1,410
-52% -$79.1K 0.01% 254
2024
Q3 		$512K Buy
2,710
+2,610
+2,610% +$154K 0.14% 95
2024
Q2 		$5K Hold
100
– – ﹤0.01% 501
2024
Q1 		$6K Hold
100
– – ﹤0.01% 369
2023
Q4 		$6K Hold
100
– – ﹤0.01% 551
2023
Q3 		$6K Hold
100
– – ﹤0.01% 458
2023
Q2 		$6K Buy
+100
New +$6.02K ﹤0.01% 813
2023
Q1 		– Sell
-1,294
Closed -$84K – 1277
2022
Q4 		$84K Sell
1,294
-106
-8% -$6.85K ﹤0.01% 629
2022
Q3 		$86K Hold
1,400
– – 0.01% 546
2022
Q2 		$92K Buy
1,400
+1,200
+600% +$87.1K 0.01% 424
2022
Q1 		$16K Buy
+200
New +$16.1K ﹤0.01% 758
2021
Q4 		– Sell
-6,100
Closed -$445K – 935
2021
Q3 		$404K Buy
+6,100
New +$407K 0.03% 450
2015
Q1 		– Sell
-3,900
Closed -$186K – 623
2014
Q4 		$186K Sell
3,900
-3,200
-45% -$154K 0.05% 201
2014
Q3 		$351K Buy
+7,100
New +$368K 0.1% 143
2014
Q2 		– Sell
-5,600
Closed -$263K – 648
2014
Q1 		$263K Sell
5,600
-28,160
-83% -$1.27M 0.16% 79
2013
Q4 		$1.59M Sell
33,760
-34,040
-50% -$1.55M 0.28% 53
2013
Q3 		$3.05M Buy
+67,800
New +$2.88M 1.04% 20

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
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

Summit Securities Group's TD Position: Q2 2026 in Review

Summit Securities Group held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 2,700 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #218.

Summit Securities Group first reported a position in TD in Q3 2013 and has held it in 21 quarters since. The position peaked at $3.05M in Q3 2013. 898 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Summit Securities Group held 2,700 shares of Toronto Dominion Bank worth $328K as of Q2 2026.
  • Summit Securities Group left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #218 holding.
  • Summit Securities Group first reported a position in Toronto Dominion Bank in Q3 2013 and has held it in 21 quarters since.
  • Summit Securities Group's Toronto Dominion Bank position peaked at $3.05M in Q3 2013.
  • 898 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

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