Williams Financial, LLC TD — TORONTO DOMINION BK ONT

Ownership history in Williams Financial, LLC  ·  8 quarters on record

AI Ownership Summary

Williams Financial, LLC reported TORONTO DOMINION BK ONT (TD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q2. The latest visible filing shows TD at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams Financial, LLC's position in TORONTO DOMINION BK ONT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TD was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TD stock page Williams Financial, LLC fund profile Williams Financial, LLC full holdings
How Williams Financial, LLC held TD — position size vs. price
% of Fund (quarterly)    TD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,146 — 0% 0.17% $294K 2026-04-24 $105.03
2025 Q4 UNCHANGED — — — 3,146 — 0% 0.17% $296K 2026-02-02 $93.78
2025 Q3 REDUCED — — — 3,146 -100 -3.1% 0.26% $252K 2025-10-24 $80.36
2025 Q2 REDUCED 14.5% +9.7% ❌ 3,246 -550 -14.5% 0.26% $238K 2025-07-11 $73.02
2025 Q1 REDUCED 97.9% +24.1% ❌ 3,796 -180,857 -97.9% 0.16% $228K 2025-04-23 $60.67
2024 Q2 ADDED — — — 184,653 +181,922 +6661.4% 0.11% $10.5M 2024-07-19 $54.72
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TD

As of 2026 Q1 — sorted by position size

CANERECTOR INC 12.31% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 9.18% Heathbridge Capital Management Ltd. 3Y 7Y 8.24% LINCLUDEN MANAGEMENT LTD 3Y 7Y 6.97% MUFG SECURITIES (CANADA), LTD. 3Y 6.67% CIBC WORLD MARKET INC. 3Y 7Y 5.99% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 5.98% TD Waterhouse Canada Inc. 5.77% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 5.75% Aviso Financial Inc. 5.61%

FAQ About Williams Financial, LLC and TD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williams Financial, LLC reported owning TD?

Williams Financial, LLC reported TD across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported TD position in Williams Financial, LLC's portfolio?

The largest reported portfolio weight for TD was 0.26% in 2025 Q2.

What is the latest reported TD position on this page?

The most recent filing on this page is 2026 Q1, when Williams Financial, LLC reported 3,146 shares, equal to 0.17% of portfolio, with an estimated market value of $294K.

What does the chart on this TD ownership page compare?

The chart compares Williams Financial, LLC's quarterly TD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Williams Financial, LLC time their TD position?

Based on 13F filing dates vs. subsequent TD price moves, Williams Financial, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on TD relative to SPY over the holding period was +16.0%.

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