Position in TD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,320,794
+$305,862 QoQ
Shares Held
10,877
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#347
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)
Derivatives in TD
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$248
PutShares
4
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $194,075,655 across 11 Banks - Diversified names. TD ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
392,911 | $128,611,557 | |
| 2 | BAC |
Bank Of America Corp /De/
|
470,892 | $26,831,426 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
230,593 | $19,056,205 | |
| 4 | C |
Citigroup Inc
|
86,976 | $12,173,160 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
19,379 | $1,842,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,973 | $1,442,195 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
10,877 | $1,320,794 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
7,448 | $1,316,061 |
All Filings in TD
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,794 | 10,877 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,014,932 | 10,877 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,349,980 | 14,331 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,155,117 | 14,448 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,183,426 | 16,112 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,002,016 | 16,717 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $748,128 | 14,052 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $753,047 | 11,904 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $637,536 | 11,600 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $704,151 | 11,662 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $774,212 | 11,981 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $660,630 | 10,963 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $248 | 4 | Put | Sole | 2023-08-11 | |
| 2023-06-30 | $693,271 | 11,180 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $239 | 4 | Put | Sole | 2023-04-25 | |
| 2023-03-31 | $779,658 | 13,016 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $259 | 4 | Put | Sole | 2023-02-03 | |
| 2022-12-31 | $800,433 | 12,360 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $748,226 | 12,200 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $836,407 | 12,754 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,034,207 | 13,022 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $997,836 | 13,013 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $966,253 | 14,607 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,018,316 | 14,537 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,105,374 | 16,951 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,727,467 | 30,618 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,450,132 | 31,361 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,569,825 | 35,190 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,520,953 | 35,880 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||