FOSTER & MOTLEY INC

Position in TD — Toronto Dominion Bank

CIK 1163902 CINCINNATI, OH

Position in TD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,044,759

+$415,474 QoQ

Shares Held

16,839

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#302

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FOSTER & MOTLEY INC holds $21,174,763 across 6 Banks - Diversified names. TD ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	50,479	$16,523,291
2	TD	Toronto Dominion Bank This page	16,839	$2,044,759
3	WFC	Wells Fargo & Company/Mn	11,772	$972,838
4	BAC	Bank Of America Corp /De/	13,893	$791,623
5	C	Citigroup Inc	3,598	$503,576
6	BNY	Bank of New York Mellon Corp	2,342	$338,676

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,044,759	16,839	-3.6%	Shares	Sole	2026-08-07
2026-03-31	$1,629,285	17,461	-2.5%	Shares	Sole	2026-04-21
2025-12-31	$1,686,462	17,903	-4.3%	Shares	Sole	2026-01-15
2025-09-30	$1,496,344	18,716	-3.3%	Shares	Sole	2025-10-23
2025-06-30	$1,421,551	19,354	-2.9%	Shares	Sole	2025-07-29
2025-03-31	$1,194,963	19,936	-13.3%	Shares	Sole	2025-05-08
2024-12-31	$1,224,520	23,000	-9.4%	Shares	Sole	2025-01-23
2024-09-30	$1,606,487	25,395	-14.3%	Shares	Sole	2024-10-30
2024-06-30	$1,628,025	29,622	+9.5%	Shares	Sole	2024-08-02
2024-03-31	$1,633,158	27,048	-13.1%	Shares	Sole	2024-04-18
2023-12-31	$2,010,845	31,118	-5.9%	Shares	Sole	2024-02-01
2023-09-30	$1,992,677	33,068	-8.8%	Shares	Sole	2023-10-24
2023-06-30	$2,248,296	36,257	-7.7%	Shares	Sole	2023-08-08
2023-03-31	$2,352,572	39,275	-1.8%	Shares	Sole	2023-05-09
2022-12-31	$2,589,752	39,990	-1.5%	Shares	Sole	2023-02-09
2022-09-30	$2,490,672	40,611	-0.5%	Shares	Sole	2022-11-04
2022-06-30	$2,677,828	40,833	+2.1%	Shares	Sole	2022-08-09
2022-03-31	$3,177,117	40,004	-1.2%	Shares	Sole	2022-04-28
2021-12-31	$3,103,623	40,475	-1.8%	Shares	Sole	2022-01-25
2021-09-30	$2,725,843	41,207	-4.8%	Shares	Sole	2021-10-29
2021-06-30	$3,032,254	43,287	+0.9%	Shares	Sole	2021-07-20
2021-03-31	$2,797,052	42,893	+0.5%	Shares	Sole	2021-04-26
2020-12-31	$2,407,328	42,668	+19.2%	Shares	Sole	2021-02-01
2020-09-30	$1,655,484	35,802	+62.8%	Shares	Sole	2020-10-19
2020-06-30	$981,330	21,998	-68.8%	Shares	Sole	2020-07-20
2020-03-31	$2,989,300	70,519	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.