Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$368,782
+$85,400 QoQ
Shares Held
3,037
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#573
of 897 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HBK Sorce Advisory LLC holds $45,096,868 across 10 Banks - Diversified names. TD ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,636 | $36,214,481 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,045 | $3,250,424 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,925 | $1,977,162 | |
| 4 | C |
Citigroup Inc
|
13,134 | $1,838,234 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,725 | $394,062 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
3,037 | $368,782 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,221 | $306,284 | |
| 8 | SAN |
Banco Santander, S.A.
|
19,847 | $273,888 |
All Filings in TD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,782 | 3,037 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $283,382 | 3,037 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $273,368 | 2,902 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $233,374 | 2,919 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $206,541 | 2,812 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $219,385 | 3,468 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $213,322 | 3,533 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $226,170 | 3,500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $225,372 | 3,740 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $227,452 | 3,668 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $222,947 | 3,722 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $454,226 | 7,014 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $214,593 | 3,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $229,464 | 3,499 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $277,890 | 3,499 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $276,584 | 3,607 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $235,957 | 3,567 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||