Position in TD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,247,840
+$1,206,025 QoQ
Shares Held
43,217
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#220
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $275,270,392 across 6 Banks - Diversified names. TD ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
645,494 | $211,289,551 | |
| 2 | BAC |
Bank Of America Corp /De/
|
957,307 | $54,547,352 | |
| 3 | TD |
Toronto Dominion Bank
This page
|
43,217 | $5,247,840 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
44,645 | $3,689,462 | |
| 5 | UBS |
UBS Group AG
|
5,660 | $280,509 | |
| 6 | C |
Citigroup Inc
|
1,541 | $215,678 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,247,840 | 43,217 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,041,815 | 43,316 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,119,742 | 43,734 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,616,458 | 45,234 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,452,884 | 47,010 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,412,144 | 56,926 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,565,695 | 66,974 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,913,038 | 93,472 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,811,745 | 105,745 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,972,703 | 214,851 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $19,542,638 | 302,424 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,373,303 | 338,090 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $21,158,494 | 341,211 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $21,162,909 | 353,304 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $23,054,106 | 355,993 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $21,977,176 | 358,343 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $23,691,561 | 361,262 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $28,779,107 | 362,366 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $27,860,067 | 363,329 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $23,834,043 | 360,303 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $25,454,138 | 363,371 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $23,728,484 | 363,878 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $20,424,942 | 362,016 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $16,934,244 | 366,225 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $15,301,408 | 343,004 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $15,157,180 | 357,565 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||