Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$392,826
+$90,222 QoQ
Shares Held
3,235
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#555
of 897 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $76,063,205 across 8 Banks - Diversified names. TD ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
549,932 | $31,335,125 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
98,532 | $14,248,712 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
38,456 | $12,587,802 | |
| 4 | C |
Citigroup Inc
|
85,779 | $12,005,628 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
56,071 | $4,633,707 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
27,125 | $639,607 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
3,235 | $392,826 | |
| 8 | UBS |
UBS Group AG
|
4,435 | $219,798 |
All Filings in TD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,826 | 3,235 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $302,604 | 3,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $328,946 | 3,492 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $279,185 | 3,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $256,487 | 3,492 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||