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 Q3	–	Sell	-100	Closed	-$7K	–	1160
2022 Q2	$7K	Sell	100 -100	-50%	-$7.26K	﹤0.01%	860
2022 Q1	$16K	Buy	+200	New	+$16.1K	﹤0.01%	759
2014 Q1	–	Sell	-150	Closed	-$2K	–	569
2013 Q4	$2K	Sell	150 -148	-50%	-$6.74K	﹤0.01%	436
2013 Q3	$2K	Buy	+298	New	+$12.7K	﹤0.01%	346

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 $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.