GRIMES & Co WEALTH MANAGEMENT, LLC
Position in TD — Toronto Dominion Bank
CIK 1321993
WESTBOROUGH, MA
Position in TD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,641,077
+$848,683 QoQ
Shares Held
29,985
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#242
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $61,333,681 across 7 Banks - Diversified names. TD ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
93,017 | $30,447,254 | |
| 2 | BAC |
Bank Of America Corp /De/
|
283,606 | $16,159,869 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
39,994 | $5,783,531 | |
| 4 | TD |
Toronto Dominion Bank
This page
|
29,985 | $3,641,077 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
36,958 | $3,054,209 | |
| 6 | C |
Citigroup Inc
|
13,391 | $1,874,203 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,068 | $373,538 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,641,077 | 29,985 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,792,394 | 29,926 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $2,812,811 | 29,860 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,380,111 | 29,770 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,473,355 | 33,674 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,994,383 | 33,273 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,766,290 | 33,176 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,092,514 | 33,078 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,812,855 | 32,985 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,986,139 | 32,894 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,119,794 | 32,804 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,971,466 | 32,716 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,028,719 | 32,716 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,981,372 | 33,078 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,148,542 | 33,177 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,043,392 | 33,318 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,167,025 | 33,044 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,624,354 | 33,044 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,533,813 | 33,044 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,188,903 | 33,090 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,314,732 | 33,044 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,185,708 | 33,518 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,896,727 | 33,618 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,554,496 | 33,618 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,499,698 | 33,618 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,427,779 | 33,682 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||