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Arkadios Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Arkadios Wealth Advisors’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 		$377K Buy
4,038
+831
+26% +$79K 0.01% 1242
2025
Q4 		$302K Buy
+3,207
New +$271K 0.01% 1254
2025
Q3 		– Sell
-2,956
Closed -$217K – 1516
2025
Q2 		$217K Buy
+2,956
New +$193K 0.01% 1181
2025
Q1 		– Sell
-5,028
Closed -$268K – 1190
2024
Q4 		$268K Buy
+5,028
New +$282K 0.01% 762
2021
Q4 		– Sell
-843
Closed -$55K – 1649
2021
Q3 		$55K Buy
843
+5
+0.6% +$333 0.01% 849
2021
Q2 		$58K Buy
838
+5
+0.6% +$350 0.01% 875
2021
Q1 		$54K Buy
833
+270
+48% +$16.5K 0.01% 674
2020
Q4 		$31K Sell
563
-11
-2% -$557 0.01% 650
2020
Q3 		$26.3K Sell
574
-3
-0.5% -$140 0.01% 545
2020
Q2 		$25.8K Buy
577
+318
+123% +$13.5K 0.01% 491
2020
Q1 		$11K Hold
259
– – 0.01% 616
2019
Q4 		$14.6K Buy
+259
New +$14.7K 0.01% 522

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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