Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,944,337
+$446,059 QoQ
Shares Held
16,012
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#308
of 897 holders
Holding Since
Mar 2020
26 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, 2026Valmark Advisers, Inc. holds $18,117,658 across 6 Banks - Diversified names. TD ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,457 | $11,933,469 | |
| 2 | TD |
Toronto Dominion Bank
This page
|
16,012 | $1,944,337 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
12,668 | $1,831,919 | |
| 4 | BAC |
Bank Of America Corp /De/
|
21,213 | $1,208,716 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,356 | $773,179 | |
| 6 | C |
Citigroup Inc
|
3,044 | $426,038 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,944,337 | 16,012 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,498,278 | 16,057 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,501,077 | 15,935 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,257,613 | 15,730 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,163,154 | 15,836 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,006,752 | 16,796 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $900,874 | 16,921 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,146,334 | 18,121 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,044,349 | 19,002 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,147,340 | 19,002 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,221,447 | 18,902 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,139,034 | 18,902 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,172,113 | 18,902 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,133,547 | 18,924 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,224,093 | 18,902 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $696,770 | 11,361 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $745,054 | 11,361 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $932,629 | 11,743 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $916,479 | 11,952 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $790,624 | 11,952 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $829,602 | 11,843 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $302,378 | 4,637 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $261,619 | 4,637 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $243,453 | 5,265 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $234,871 | 5,265 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $223,183 | 5,265 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||