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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
2022
Q2 		– Sell
-1,500
Closed -$119K – 1212
2022
Q1 		$119K Sell
1,500
-700
-32% -$56.4K 0.01% 475
2021
Q4 		$169K Buy
+2,200
New +$160K 0.01% 634

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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 $123B AUM 34.51% 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 $112B AUM 31.26% 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 $33.7B AUM 35.49% 1-Year Est. Return

Summit Securities Group's TD Position: Q1 2026 in Review

Summit Securities Group reduced its Toronto Dominion Bank (TD) stake by 69% in Q1 2026, selling an estimated $571K and leaving 2,700 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #206.

Summit Securities Group first reported a position in TD in Q3 2013 and has held it in 20 quarters since. The position peaked at $3.05M in Q3 2013. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Summit Securities Group held 2,700 shares of Toronto Dominion Bank worth $252K as of Q1 2026.
  • Summit Securities Group sold 6,000 Toronto Dominion Bank shares in Q1 2026, an estimated $571K.
  • Toronto Dominion Bank made up 0.03% of Summit Securities Group's portfolio in Q1 2026, its #206 holding.
  • Summit Securities Group first reported a position in Toronto Dominion Bank in Q3 2013 and has held it in 20 quarters since.
  • Summit Securities Group's Toronto Dominion Bank position peaked at $3.05M in Q3 2013.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.