Crestwood Advisors Group, LLC

Position in TD — Toronto Dominion Bank

CIK 1426853 BOSTON, MA

Position in TD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$925,782

+$367,975 QoQ

Shares Held

7,624

+27.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#392

of 897 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $149,063,413 across 13 Banks - Diversified names. TD ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	274,922	$89,990,217
2	BAC	Bank Of America Corp /De/	817,324	$46,571,121
3	WFC	Wells Fargo & Company/Mn	55,249	$4,565,777
4	C	Citigroup Inc	19,999	$2,799,060
5	BNY	Bank of New York Mellon Corp	7,119	$1,029,478
6	CM	Canadian Imperial Bank Of Commerce /Can/	8,285	$952,775
7	TD	Toronto Dominion Bank This page	7,624	$925,782
8	RY	Royal Bank Of Canada	2,529	$523,427

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$925,782	7,624	+27.5%	Shares	Sole	2026-08-03
2026-03-31	$557,807	5,978	+10.1%	Shares	Sole	2026-05-05
2025-12-31	$511,317	5,428	+12.6%	Shares	Sole	2026-02-03
2025-09-30	$385,359	4,820	+0.6%	Shares	Sole	2025-11-07
2025-06-30	$352,045	4,793	+1.7%	Shares	Sole	2025-08-05
2025-03-31	$282,437	4,712	+10.3%	Shares	Sole	2025-05-05
2024-12-31	$227,388	4,271	+9.6%	Shares	Sole	2025-02-04
2024-09-30	$246,587	3,898	+7.1%	Shares	Sole	2024-10-30
2024-06-30	$200,054	3,640	0.0%	Shares	Sole	2024-08-01
2024-03-31	$219,783	3,640	-0.1%	Shares	Sole	2024-05-08
2023-12-31	$235,539	3,645	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.