Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,198,466
+$710,729 QoQ
Shares Held
26,340
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#256
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, 2026WealthTrust Axiom LLC holds $9,445,096 across 7 Banks - Diversified names. TD ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
This page
|
26,340 | $3,198,466 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,574 | $1,818,326 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,508 | $1,802,933 | |
| 4 | BAC |
Bank Of America Corp /De/
|
22,891 | $1,304,329 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,502 | $537,325 | |
| 6 | C |
Citigroup Inc
|
2,831 | $396,226 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,075 | $387,491 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,198,466 | 26,340 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,487,737 | 26,661 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,531,248 | 26,871 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,180,316 | 27,271 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,947,232 | 26,511 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,724,833 | 28,776 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,537,092 | 28,871 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,840,296 | 29,091 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,598,841 | 29,091 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,767,382 | 29,271 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,900,603 | 29,412 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,772,367 | 29,412 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,910,652 | 30,812 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,846,717 | 30,830 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,010,798 | 31,050 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,907,363 | 31,100 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,051,014 | 31,275 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,495,376 | 31,420 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,409,285 | 31,420 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,085,048 | 31,520 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,220,234 | 31,695 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,073,351 | 31,795 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,797,823 | 31,865 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,475,749 | 31,915 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,480,873 | 33,196 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,484,201 | 35,013 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||