The Toronto-Dominion Bank
US ˙ NYSE ˙ CA8911605092

SecurityTD / The Toronto-Dominion Bank
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership22,459 shares
Latest Disclosed Value $ 2,095,679
Integrated Wealth Concepts LLC reports 166.86% increase in ownership of TD / The Toronto-Dominion Bank

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 22,459 shares of The Toronto-Dominion Bank (US:TD) valued at $2,095,649 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,416 shares of The Toronto-Dominion Bank. This represents a change in shares of 166.86% during the quarter. The current value of the position is $2,523,493 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TORONTO DOMINION Common Stock 891160509 22,459 14,043 166.86 2,096 164.52 0.0167
2026-02-13 2025-12-31 13F TORONTO DOMINION Common Stock 891160509 8,416 -13,641 -61.84 793 -55.08 0.0094
2025-11-14 2025-09-30 13F TORONTO DOMINION Common Stock 891160509 22,057 191 0.87 1,763 9.78 0.0158
2025-08-14 2025-06-30 13F TORONTO DOMINION Common Stock 891160509 21,866 1,846 9.22 1,606 33.83 0.0161
2025-05-15 2025-03-31 13F TORONTO DOMINION Common Stock 891160509 20,020 -580 -2.82 1,200 9.49 0.0140
2025-02-14 2024-12-31 13F TORONTO DOMINION Common Stock 891160509 20,600 -1,871 -8.33 1,097 -22.87 0.0127
2024-11-14 2024-09-30 13F TORONTO DOMINION Common Stock 891160509 22,471 -1,090 -4.63 1,422 9.81 0.0173
2024-08-14 2024-06-30 13F TORONTO DOMINION Common Stock 891160509 23,561 612 2.67 1,295 -6.57 0.0177
2024-05-15 2024-03-31 13F TORONTO DOMINION Common Stock 891160509 22,949 205 0.90 1,386 -5.72 0.0201
2024-02-13 2023-12-31 13F TORONTO DOMINION Common Stock 891160509 22,744 898 4.11 1,470 11.63 0.0241
2023-11-15 2023-09-30 13F TORONTO DOMINION Common Stock 891160509 21,846 666 3.14 1,316 0.23 0.0232
2023-08-15 2023-06-30 13F TORONTO DOMINION Common Stock 891160509 21,180 -349 -1.62 1,313 131,200.00 0.0225
2023-05-03 2023-03-31 13F TORONTO DOMINION Common Stock 891160509 21,529 -7,611 -26.12 1 0.00 0.0266
2023-02-13 2022-12-31 13F TORONTO DOMINION Common Stock 891160509 29,140 1,281 4.60 2 -99.94 0.0513
2022-11-14 2022-09-30 13F TORONTO DOMINION Common Stock 891160509 27,859 1,168 4.38 1,709 -2.34 0.0546
2022-08-08 2022-06-30 13F TORONTO DOMINION Common Stock 891160509 26,691 54 0.20 1,750 -17.26 0.0545
2022-05-12 2022-03-31 13F TORONTO DOMINION Common Stock 891160509 26,637 1,914 7.74 2,115 11.55 0.0646
2022-02-15 2021-12-31 13F TORONTO DOMINION Common Stock 891160509 24,723 5,626 29.46 1,896 50.12 0.0564
2021-11-15 2021-09-30 13F TORONTO DOMINION Common Stock 891160509 19,097 14,210 290.77 1,263 269.30 0.0411
2021-08-13 2021-06-30 13F TORONTO DOMINION Common Stock 891160509 4,887 -359 -6.84 342 0.00 0.0121
2021-05-13 2021-03-31 13F TORONTO DOMINION Common Stock 891160509 5,246 -19,257 -78.59 342 -75.25 0.0140
2021-02-12 2020-12-31 13F TORONTO DOMINION Common Stock 891160509 24,503 1,257 5.41 1,382 28.56 0.0654
2020-11-13 2020-09-30 13F TORONTO DOMINION Common Stock 891160509 23,246 -10 -0.04 1,075 3.66 0.0663
2020-07-30 2020-06-30 13F TORONTO DOMINION Common Stock 891160509 23,256 1,768 8.23 1,037 13.83 0.0746
2020-05-18 2020-03-31 13F TORONTO DOMINION Common Stock 891160509 21,488 3,993 22.82 911 -7.23 0.0842
2020-02-20 2019-12-31 13F TORONTO DOMINION Common Stock 891160509 17,495 9,977 132.71 982 124.20 0.0829
2019-11-15 2019-09-30 13F TORONTO DOMINION Common Stock 891160509 7,518 2,559 51.60 438 50.52 0.0493
2019-08-15 2019-06-30 13F TORONTO DOMINION Common Stock 891160509 4,959 4,959 291 0.0381
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.