Position in TD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,392,179
+$5,949,448 QoQ
Shares Held
225,580
-1.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#140
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, 2026LPL Financial LLC holds $3,168,563,491 across 19 Banks - Diversified names. TD ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,252,268 | $1,719,224,884 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,977,596 | $511,543,420 | |
| 3 | C |
Citigroup Inc
|
2,322,820 | $325,101,887 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,839,414 | $234,649,172 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
880,250 | $127,292,952 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
370,766 | $35,256,138 | |
| 7 | RY |
Royal Bank Of Canada
|
159,886 | $33,091,605 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
225,580 | $27,392,179 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,392,179 | 225,580 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,442,731 | 229,801 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,917,957 | 222,059 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,812,670 | 197,782 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,209,835 | 179,848 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,701,849 | 145,176 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,920,461 | 148,769 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,623,673 | 215,360 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,607,277 | 211,195 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,633,428 | 209,232 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,496,586 | 239,811 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,219,311 | 235,966 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,922,946 | 208,401 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,657,108 | 177,915 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,833,506 | 167,287 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,007,768 | 163,179 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,506,083 | 144,954 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,109,530 | 127,292 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,697,965 | 113,432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,872,588 | 103,894 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,120,022 | 101,642 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,411,787 | 52,320 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,883,174 | 51,102 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,229,646 | 48,219 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,305,667 | 51,685 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,311,357 | 54,526 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||