Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$50,428,907
+$9,817,503 QoQ
Shares Held
415,292
-4.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#112
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Advisors Capital Management, LLC holds $377,766,774 across 12 Banks - Diversified names. TD ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
444,797 | $145,595,402 | |
| 2 | C |
Citigroup Inc
|
852,020 | $119,248,719 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
630,111 | $52,072,373 | |
| 4 | TD |
Toronto Dominion Bank
This page
|
415,292 | $50,428,907 | |
| 5 | BAC |
Bank Of America Corp /De/
|
101,497 | $5,783,299 | |
| 6 | UBS |
UBS Group AG
|
34,052 | $1,687,617 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
11,016 | $1,593,023 | |
| 8 | BCS |
Barclays PLC
|
16,191 | $434,890 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,428,907 | 415,292 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $40,611,404 | 435,231 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $41,195,826 | 437,323 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $34,037,673 | 425,737 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $30,634,746 | 417,083 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,137,658 | 402,697 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $15,456,849 | 290,324 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,742,743 | 375,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,136,800 | 330,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,327,939 | 320,105 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $14,670,161 | 227,022 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,046,982 | 249,701 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $50,687,594 | 817,410 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $46,310,726 | 773,134 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $48,060,144 | 742,127 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $41,396,584 | 674,981 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $41,504,598 | 632,885 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,383,719 | 596,622 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $43,133,113 | 562,508 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,550,663 | 537,425 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,000,446 | 513,925 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,355,510 | 51,457 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,765,087 | 49,009 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,220,999 | 48,032 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,136,863 | 47,901 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $2,027,979 | 47,841 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||