Position in TD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,464
New position
Shares Held
185
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#826
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $5,641,218 across 18 Banks - Diversified names. TD ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,993 | $4,907,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,753 | $384,785 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
347 | $50,179 | |
| 4 | C |
Citigroup Inc
|
334 | $46,746 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
412 | $34,047 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
324 | $30,809 | |
| 7 | RY |
Royal Bank Of Canada
|
137 | $28,354 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
185 | $22,464 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,464 | 185 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||