Position in TD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,365,700
+$1,705,703 QoQ
Shares Held
60,658
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#197
of 897 holders
Holding Since
Sep 2024
8 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, 2026UNIVEST FINANCIAL Corp holds $28,160,031 across 5 Banks - Diversified names. TD ranks #3 (26.2% of the industry book) .
All Filings in TD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,365,700 | 60,658 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,659,997 | 60,658 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $5,725,664 | 60,782 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,859,520 | 60,782 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,464,437 | 60,782 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $3,629,966 | 60,560 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,232,200 | 60,710 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,619,041 | 57,209 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||