Position in TD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$17,383,466
+$103,701 QoQ
Shares Held
186,298
+1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Derivatives in TD
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$69,360
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $1,559,515,965 across 18 Banks - Diversified names. TD ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,662,407 | $783,173,643 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,574,113 | $320,488,008 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,233,708 | $257,435,493 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
363,167 | $43,082,501 | |
| 5 | C |
Citigroup Inc
|
342,463 | $38,838,728 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
255,494 | $21,075,700 | |
| 7 | ING |
Ing Groep NV
|
722,302 | $18,815,967 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
186,298 | $17,383,466 |
All Filings in TD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,383,466 | 186,298 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,279,765 | 183,437 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,714,877 | 184,051 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,478,589 | 183,507 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,885,583 | 181,608 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,723,167 | 182,629 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,573,290 | 182,948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,281,642 | 187,075 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,693,915 | 193,672 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,354,239 | 206,658 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,731,552 | 211,277 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,338,997 | 198,984 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,440,271 | 207,684 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,389,065 | 206,749 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,665,626 | 206,516 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,485,674 | 205,637 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,000,350 | 201,465 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,982,916 | 234,519 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,936,046 | 74,619 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,144,401 | 73,439 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,654,820 | 71,382 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,197,478 | 74,397 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $69,360 | 1,500 | Put | Sole | 2020-11-13 | |
| 2020-09-30 | $3,318,876 | 71,775 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,310,552 | 74,211 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $66,915 | 1,500 | Put | Sole | 2020-08-10 | |
| 2020-03-31 | $3,150,933 | 74,332 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||