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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's TD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Toronto Dominion Bank (TD) in Q1 2026: 599 shares worth $55.9K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TD in Q2 2025 and has held it in 2 quarters since. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Twin Peaks Wealth Advisors held 599 shares of Toronto Dominion Bank worth $55.9K as of Q1 2026.
Toronto Dominion Bank was a new Twin Peaks Wealth Advisors position in Q1 2026.
Toronto Dominion Bank made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #411 holding.
Twin Peaks Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2025 and has held it in 2 quarters since.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.