Essex Financial Services, Inc.

Position in TD — Toronto Dominion Bank

CIK 1315785 ESSEX, CT

Position in TD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,076,476

+$306,296 QoQ

Shares Held

8,865

+7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#368

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $34,774,812 across 6 Banks - Diversified names. TD ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	63,447	$20,768,106
2	BAC	Bank Of America Corp /De/	117,344	$6,686,261
3	C	Citigroup Inc	17,534	$2,454,058
4	BNY	Bank of New York Mellon Corp	14,455	$2,090,337
5	WFC	Wells Fargo & Company/Mn	20,566	$1,699,574
6	TD	Toronto Dominion Bank This page	8,865	$1,076,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,076,476	8,865	+7.4%	Shares	Sole	2026-08-10
2026-03-31	$770,180	8,254	+2.3%	Shares	Sole	2026-04-24
2025-12-31	$760,288	8,071	+3.0%	Shares	Sole	2026-02-10
2025-09-30	$626,328	7,834	+1.8%	Shares	Sole	2025-11-07
2025-06-30	$565,197	7,695	+0.0%	Shares	Sole	2025-07-16
2025-03-31	$461,118	7,693	+0.3%	Shares	Sole	2025-04-25
2024-12-31	$408,244	7,668	+22.4%	Shares	Sole	2025-01-29
2024-09-30	$396,387	6,266	-9.5%	Shares	Sole	2024-10-24
2024-06-30	$380,652	6,926	+15.7%	Shares	Sole	2024-08-09
2024-03-31	$361,313	5,984	+2.8%	Shares	Sole	2024-04-24
2023-12-31	$376,023	5,819	-4.8%	Shares	Sole	2024-02-06
2023-09-30	$368,369	6,113	+0.1%	Shares	Sole	2023-11-15
2023-06-30	$378,695	6,107	-0.2%	Shares	Sole	2023-08-09
2023-03-31	$366,528	6,119	+0.4%	Shares	Sole	2023-05-11
2022-12-31	$394,647	6,094	-26.8%	Shares	Sole	2023-02-10
2022-09-30	$510,510	8,324	-40.8%	Shares	Sole	2022-11-07
2022-06-30	$921,661	14,054	+0.0%	Shares	Sole	2022-08-01
2022-03-31	$1,115,771	14,049	+1.8%	Shares	Sole	2022-04-21
2021-12-31	$1,057,800	13,795	-4.0%	Shares	Sole	2022-02-11
2021-09-30	$950,972	14,376	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$999,403	14,267	0.0%	Shares	Sole	2021-07-30
2021-03-31	$930,351	14,267	+4.9%	Shares	Sole	2021-05-11
2020-12-31	$767,650	13,606	+4.6%	Shares	Sole	2021-02-05
2020-09-30	$601,397	13,006	+19.9%	Shares	Sole	2020-11-10
2020-06-30	$483,973	10,849	-20.3%	Shares	Sole	2020-08-06
2020-03-31	$576,885	13,609	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.