Position in TD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$546,435
+$123,648 QoQ
Shares Held
4,500
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#481
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $96,032,273 across 7 Banks - Diversified names. TD ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
153,996 | $50,407,510 | |
| 2 | BAC |
Bank Of America Corp /De/
|
414,377 | $23,611,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
146,477 | $12,104,859 | |
| 4 | C |
Citigroup Inc
|
64,208 | $8,986,551 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
4,500 | $546,435 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,121 | $306,717 | |
| 7 | SAN |
Banco Santander, S.A.
|
5,000 | $69,000 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,435 | 4,500 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $422,787 | 4,531 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $426,820 | 4,531 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $364,572 | 4,560 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $334,932 | 4,560 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $306,293 | 5,110 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $272,056 | 5,110 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $316,300 | 5,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $274,800 | 5,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $302,262 | 5,006 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $356,831 | 5,522 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $332,755 | 5,522 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $342,419 | 5,522 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $387,373 | 6,467 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $665,668 | 10,279 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,010,289 | 16,473 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,230,805 | 18,768 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,535,426 | 19,333 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,689,643 | 22,035 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,253,542 | 18,950 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $350,250 | 5,000 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $326,050 | 5,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $282,100 | 5,000 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $231,200 | 5,000 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $223,050 | 5,000 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $211,950 | 5,000 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||