Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$202,545
New position
Shares Held
1,668
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#713
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $18,218,327 across 6 Banks - Diversified names. TD ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,718 | $11,036,912 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,449 | $2,874,584 | |
| 3 | C |
Citigroup Inc
|
14,765 | $2,066,509 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,671 | $1,460,331 | |
| 5 | RY |
Royal Bank Of Canada
|
2,790 | $577,446 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
1,668 | $202,545 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,545 | 1,668 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||