Western Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Western Wealth Management’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	$294K	Hold	3,156	–	–	0.01%	810
2025 Q4	$297K	Buy	3,156 +1	+0%	+$84	0.01%	661
2025 Q3	$252K	Hold	3,155	–	–	0.01%	658
2025 Q2	$232K	Buy	+3,155	New	+$206K	0.01%	640
2024 Q4	–	Sell	-6,898	Closed	-$436K	–	754
2024 Q3	$436K	Sell	6,898 -221	-3%	-$13.1K	0.02%	495
2024 Q2	$391K	Sell	7,119 -9	-0.1%	-$510	0.03%	424
2024 Q1	$430K	Sell	7,128 -13	-0.2%	-$785	0.03%	408
2023 Q4	$461K	Sell	7,141 -296	-4%	-$17.7K	0.03%	440
2023 Q3	$448K	Buy	7,437 +1	+0%	+$62	0.04%	413
2023 Q2	$461K	Buy	7,436 +162	+2%	+$9.75K	0.04%	395
2023 Q1	$436K	Buy	7,274 +1,421	+24%	+$91.8K	0.04%	402
2022 Q4	$379K	Sell	5,853 -2,949	-34%	-$190K	0.04%	406
2022 Q3	$539K	Buy	8,802 +2,616	+42%	+$169K	0.03%	453
2022 Q2	$408K	Sell	6,186 -140	-2%	-$10.2K	0.02%	531
2022 Q1	$502K	Buy	6,326 +3,158	+100%	+$254K	0.02%	528
2021 Q4	$242K	Buy	+3,168	New	+$231K	0.02%	530
2021 Q2	$223K	Hold	3,196	–	–	0.02%	573
2021 Q1	$208K	Buy	+3,196	New	+$195K	0.03%	494

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

Western Wealth Management's TD Position: Q1 2026 in Review

Western Wealth Management held its Toronto Dominion Bank (TD) position steady in Q1 2026 at 3,156 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #810.

Western Wealth Management first reported a position in TD in Q1 2021 and has held it in 18 quarters since. The position peaked at $539K in Q3 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Western Wealth Management held 3,156 shares of Toronto Dominion Bank worth $294K as of Q1 2026.
Western Wealth Management left its Toronto Dominion Bank share count unchanged in Q1 2026.
Toronto Dominion Bank made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #810 holding.
Western Wealth Management first reported a position in Toronto Dominion Bank in Q1 2021 and has held it in 18 quarters since.
Western Wealth Management's Toronto Dominion Bank position peaked at $539K in Q3 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.