Wealth Effects’s Toronto Dominion Bank TD Stock Holding History

Wealth Effects’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	$304K	Hold	3,258	–	–	0.11%	156
2025 Q4	$307K	Hold	3,258	–	–	0.1%	149
2025 Q3	$260K	Hold	3,258	–	–	0.08%	177
2025 Q2	$239K	Buy	+3,258	New	+$213K	0.09%	178
2024 Q4	–	Sell	-3,258	Closed	-$206K	–	229
2024 Q3	$206K	Buy	+3,258	New	+$193K	0.07%	196
2024 Q1	–	Sell	-3,258	Closed	-$211K	–	231
2023 Q4	$211K	Buy	+3,258	New	+$195K	0.08%	200
2023 Q3	–	Sell	-3,258	Closed	-$202K	–	205
2023 Q2	$202K	Buy	+3,258	New	+$196K	0.09%	172
2023 Q1	–	Sell	-3,258	Closed	-$211K	–	205
2022 Q4	$211K	Buy	+3,258	New	+$210K	0.12%	164
2022 Q3	–	Sell	-3,258	Closed	-$214K	–	198
2022 Q2	$214K	Hold	3,258	–	–	0.13%	158
2022 Q1	$259K	Hold	3,258	–	–	0.12%	156
2021 Q4	$250K	Buy	+3,258	New	+$238K	0.1%	173

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

Wealth Effects's TD Position: Q1 2026 in Review

Wealth Effects held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 3,258 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #156.

Wealth Effects first reported a position in TD in Q4 2021 and has held it in 11 quarters since. The position peaked at $307K in Q4 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Wealth Effects held 3,258 shares of Toronto Dominion Bank worth $304K as of Q1 2026.
Wealth Effects left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.11% of Wealth Effects's portfolio in Q1 2026, its #156 holding.
Wealth Effects first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 11 quarters since.
Wealth Effects's Toronto Dominion Bank position peaked at $307K in Q4 2025.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.