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Summit Wealth & Retirement Planning’s Toronto Dominion Bank TD Stock Holding History

Summit Wealth & Retirement Planning’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 		$230K Hold
2,465
– – 0.05% 98
2025
Q4 		$232K Buy
+2,465
New +$208K 0.05% 102

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 Wealth & Retirement Planning's TD Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 2,465 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #98.

Summit Wealth & Retirement Planning first reported a position in TD in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,465 shares of Toronto Dominion Bank worth $230K as of Q1 2026.
  • Summit Wealth & Retirement Planning left its Toronto Dominion Bank share count unchanged in Q1 2026.
  • Toronto Dominion Bank made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #98 holding.
  • Summit Wealth & Retirement Planning first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 2 quarters since.
  • Summit Wealth & Retirement Planning's Toronto Dominion Bank position peaked at $232K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.