AWE
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Avidian Wealth Enterprises’s Toronto Dominion Bank TD Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$223K Buy
1,899
+83
+5% +$10K 0.01% 692
2026
Q2 		$220K Buy
+1,816
New +$199K 0.01% 674
2022
Q1 		– Sell
-2,714
Closed -$208K – 570
2021
Q4 		$208K Buy
+2,714
New +$198K 0.01% 490

Other funds holding TD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Avidian Wealth Enterprises's TD Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Toronto Dominion Bank (TD) stake by 4.6% in Q3 2026, buying an estimated $10K and bringing the position to 1,899 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #692.

Avidian Wealth Enterprises first reported a position in TD in Q4 2021 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold TD as of Q3 2026.

  • Avidian Wealth Enterprises held 1,899 shares of Toronto Dominion Bank worth $223K as of Q3 2026.
  • Avidian Wealth Enterprises bought 83 Toronto Dominion Bank shares in Q3 2026, an estimated $10K.
  • Toronto Dominion Bank made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #692 holding.
  • Avidian Wealth Enterprises first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.