Position in TD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,204,099
+$278,838 QoQ
Shares Held
9,916
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#360
of 897 holders
Holding Since
Jun 2023
13 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, 2026FIRST CITIZENS BANK & TRUST CO holds $67,483,226 across 8 Banks - Diversified names. TD ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,604 | $37,513,326 | |
| 2 | BAC |
Bank Of America Corp /De/
|
311,456 | $17,746,762 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,828 | $3,590,377 | |
| 4 | RY |
Royal Bank Of Canada
|
13,248 | $2,741,938 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
27,837 | $2,300,448 | |
| 6 | C |
Citigroup Inc
|
14,612 | $2,045,094 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
9,916 | $1,204,099 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,588 | $341,182 |
All Filings in TD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,099 | 9,916 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $925,261 | 9,916 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $934,463 | 9,920 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $775,035 | 9,694 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $973,800 | 13,258 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $394,764 | 6,586 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $349,999 | 6,574 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $409,988 | 6,481 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $356,030 | 6,478 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $391,141 | 6,478 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $419,060 | 6,485 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $359,691 | 5,969 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $442,627 | 7,138 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||