Position in TD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$31,814
+$7,367 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#808
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $29,264,631 across 8 Banks - Diversified names. TD ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,733 | $18,897,742 | |
| 2 | BAC |
Bank Of America Corp /De/
|
121,497 | $6,922,899 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,356 | $1,208,361 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,037 | $1,077,377 | |
| 5 | C |
Citigroup Inc
|
6,401 | $895,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,079 | $223,320 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
262 | $31,814 | |
| 8 | UBS |
UBS Group AG
|
146 | $7,235 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,814 | 262 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $24,447 | 262 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $22,137 | 235 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $15,990 | 200 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,690 | 200 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $11,988 | 200 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $10,648 | 200 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $12,652 | 200 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $10,992 | 200 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $12,076 | 200 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $12,924 | 200 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $12,052 | 200 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $71,621 | 1,155 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $73,078 | 1,220 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $79,007 | 1,220 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $58,754 | 958 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $78,499 | 1,197 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $95,065 | 1,197 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $91,785 | 1,197 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $79,181 | 1,197 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $83,849 | 1,197 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $78,056 | 1,197 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $69,227 | 1,227 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $58,169 | 1,258 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $73,963 | 1,658 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $71,554 | 1,688 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||