Position in TD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$313,046
+$16,507 QoQ
Shares Held
2,578
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#614
of 897 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ARQ WEALTH ADVISORS, LLC holds $2,619,082 across 6 Banks - Diversified names. TD ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,000 | $575,000 | |
| 2 | RY |
Royal Bank Of Canada
|
2,706 | $560,060 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
1,697 | $555,479 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
1,775 | $313,642 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
2,578 | $313,046 | |
| 6 | BNS |
Bank Of Nova Scotia
|
3,476 | $301,855 |
All Filings in TD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,046 | 2,578 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $296,539 | 3,178 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||