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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
Q2 		$299K Hold
2,465
– – 0.06% 90
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 $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 Wealth & Retirement Planning's TD Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 2,465 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #90.

Summit Wealth & Retirement Planning first reported a position in TD in Q4 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Summit Wealth & Retirement Planning held 2,465 shares of Toronto Dominion Bank worth $299K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Toronto Dominion Bank share count unchanged in Q2 2026.
  • Toronto Dominion Bank made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #90 holding.
  • Summit Wealth & Retirement Planning first reported a position in Toronto Dominion Bank in Q4 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.