Position in TD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,210,585
+$975,061 QoQ
Shares Held
34,675
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#236
of 897 holders
Holding Since
Mar 2020
26 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, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $43,244,076 across 6 Banks - Diversified names. TD ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,040 | $28,163,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
136,291 | $7,765,861 | |
| 3 | TD |
Toronto Dominion Bank
This page
|
34,675 | $4,210,585 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,922 | $2,447,090 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,499 | $454,437 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,762 | $202,630 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,210,585 | 34,675 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,235,524 | 34,675 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,285,225 | 34,875 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,788,256 | 34,875 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,561,568 | 34,875 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,779,717 | 46,375 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,490,301 | 46,775 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,325,894 | 52,575 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $3,013,621 | 54,833 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $3,310,816 | 54,833 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,607,928 | 55,833 | Shares | Other | 2024-01-08 | |
| 2023-09-30 | $3,474,169 | 57,653 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $3,575,062 | 57,653 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $3,454,852 | 57,677 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,738,594 | 57,730 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $872,480 | 14,226 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $916,021 | 13,968 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $1,114,500 | 14,033 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $1,079,501 | 14,078 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $931,259 | 14,078 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $972,854 | 13,888 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $908,310 | 13,929 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $782,883 | 13,876 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $676,121 | 14,622 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $637,789 | 14,297 | Shares | Other | 2020-07-21 | |
| 2020-03-31 | $604,989 | 14,272 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||