Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$294,346
+$68,163 QoQ
Shares Held
2,424
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#626
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, 2026KCM INVESTMENT ADVISORS LLC holds $97,769,565 across 8 Banks - Diversified names. TD ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
227,545 | $74,482,304 | |
| 2 | BAC |
Bank Of America Corp /De/
|
314,395 | $17,914,227 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,531 | $2,936,281 | |
| 4 | C |
Citigroup Inc
|
7,338 | $1,027,026 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,702 | $535,346 | |
| 6 | RY |
Royal Bank Of Canada
|
1,589 | $328,875 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
2,424 | $294,346 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,184 | $251,160 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,346 | 2,424 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $226,183 | 2,424 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $263,194 | 2,794 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $227,617 | 2,847 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,301 | 3,612 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $283,336 | 4,727 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $291,063 | 5,467 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $383,482 | 6,062 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $346,083 | 6,297 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $380,212 | 6,297 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $309,400 | 4,788 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $302,987 | 5,028 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $311,786 | 5,028 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $309,563 | 5,168 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $334,679 | 5,168 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $316,953 | 5,168 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $293,011 | 4,468 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $484,541 | 6,101 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $470,125 | 6,131 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $403,581 | 6,101 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $427,375 | 6,101 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $443,493 | 6,801 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $388,395 | 6,884 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $318,316 | 6,884 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $329,177 | 7,379 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,419,768 | 33,493 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||