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Twin Peaks Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Twin Peaks 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
Q2 		– Sell
-599
Closed -$55.9K – 1977
2026
Q1 		$55.9K Buy
+599
New +$57K 0.01% 411
2025
Q3 		– Sell
-254
Closed -$18.6K – 1902
2025
Q2 		$18.6K Buy
+254
New +$16.6K 0.01% 631

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Twin Peaks Wealth Advisors's TD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q2 2026, closing a stake of 599 shares — an estimated $55.9K sold.

Twin Peaks Wealth Advisors first reported a position in TD in Q2 2025 and held it in 2 quarters. The position peaked at $55.9K in Q1 2026. 901 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 599 Toronto Dominion Bank shares in Q2 2026, an estimated $55.9K.
  • Twin Peaks Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Toronto Dominion Bank position peaked at $55.9K in Q1 2026.
  • 901 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.