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Spartan Wealth Advisory Services LLC’s Toronto Dominion Bank TD Stock Holding History

Spartan Wealth Advisory Services LLC’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
Q2 		$382K Sell
3,145
-1,080
-26% -$118K 0.03% 238
2026
Q1 		$394K Buy
+4,225
New +$402K 0.03% 232

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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's TD Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Toronto Dominion Bank (TD) stake by 26% in Q2 2026, selling an estimated $118K and leaving 3,145 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #238.

Spartan Wealth Advisory Services LLC first reported a position in TD in Q1 2026 and has held it in 2 quarters since. The position peaked at $394K in Q1 2026. 860 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 3,145 shares of Toronto Dominion Bank worth $382K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,080 Toronto Dominion Bank shares in Q2 2026, an estimated $118K.
  • Toronto Dominion Bank made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #238 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Toronto Dominion Bank in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Toronto Dominion Bank position peaked at $394K in Q1 2026.
  • 860 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.