BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Position in TD — Toronto Dominion Bank
CIK 1121477
CLEVELAND, OH
Position in TD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,057
+$7,424 QoQ
Shares Held
264
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#806
of 897 holders
Holding Since
Dec 2022
15 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, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $19,133,632 across 7 Banks - Diversified names. TD ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,309 | $11,885,024 | |
| 2 | C |
Citigroup Inc
|
44,384 | $6,211,984 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,307 | $473,332 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,411 | $447,165 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,238 | $44,513 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
264 | $32,057 |
All Filings in TD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,057 | 264 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $24,633 | 264 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $24,868 | 264 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $21,106 | 264 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $23,797 | 324 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $19,420 | 324 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $17,249 | 324 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $20,496 | 324 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $18,246 | 332 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,046 | 332 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $21,453 | 332 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $20,006 | 332 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $20,587 | 332 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $19,886 | 332 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $21,500 | 332 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||