Position in TD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,312,659
+$1,295,191 QoQ
Shares Held
51,986
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#208
of 897 holders
Holding Since
Mar 2020
25 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, 2026TRUST CO OF VERMONT holds $85,189,318 across 9 Banks - Diversified names. TD ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
215,608 | $70,574,965 | |
| 2 | TD |
Toronto Dominion Bank
This page
|
51,986 | $6,312,659 | |
| 3 | BAC |
Bank Of America Corp /De/
|
89,994 | $5,127,857 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
12,207 | $1,765,254 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,126 | $836,812 | |
| 6 | C |
Citigroup Inc
|
2,255 | $315,609 | |
| 7 | RY |
Royal Bank Of Canada
|
577 | $119,421 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
651 | $115,031 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,312,659 | 51,986 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $5,017,468 | 53,264 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,480,557 | 56,042 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,988,774 | 54,306 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,407,109 | 56,842 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,445,632 | 45,936 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,114,036 | 49,226 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,762,563 | 50,265 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,988,749 | 49,499 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,387,385 | 36,945 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $3,023,665 | 50,177 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $3,131,504 | 50,500 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,242,146 | 54,126 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,186,320 | 49,202 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,043,807 | 49,630 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,279,655 | 50,010 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,054,072 | 51,046 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $3,918,040 | 51,096 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,379,536 | 51,089 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,580,325 | 51,111 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,374,616 | 51,750 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,908,225 | 51,546 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,393,428 | 51,761 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,308,121 | 51,740 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,397,789 | 56,565 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||