Position in TD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$514,863
+$291,946 QoQ
Shares Held
4,240
+77.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#490
of 897 holders
Holding Since
Mar 2026
2 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, 2026ASPIRIANT, LLC holds $20,248,594 across 8 Banks - Diversified names. TD ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,003 | $8,838,891 | |
| 2 | RY |
Royal Bank Of Canada
|
29,286 | $6,061,323 | |
| 3 | BAC |
Bank Of America Corp /De/
|
36,398 | $2,073,958 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
23,728 | $1,960,881 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
4,240 | $514,863 | |
| 6 | C |
Citigroup Inc
|
2,770 | $387,689 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,435 | $207,515 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in TD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,863 | 4,240 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $222,917 | 2,389 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||