Position in TD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$313,046
+$81,824 QoQ
Shares Held
2,578
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#613
of 897 holders
Holding Since
Mar 2020
22 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, 2026YHB Investment Advisors, Inc. holds $26,056,974 across 6 Banks - Diversified names. TD ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
55,809 | $18,267,959 | |
| 2 | C |
Citigroup Inc
|
29,659 | $4,151,073 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
25,585 | $2,114,344 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,147 | $806,096 | |
| 5 | ING |
Ing Groep NV
|
12,889 | $404,456 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,578 | $313,046 |
All Filings in TD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,046 | 2,578 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $231,222 | 2,478 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $233,427 | 2,478 | Shares | Sole | 2026-01-16 | |
| 2024-09-30 | $380,635 | 6,017 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $330,694 | 6,017 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $363,185 | 6,015 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $389,981 | 6,035 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $363,669 | 6,035 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $374,230 | 6,035 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $357,962 | 5,976 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $387,005 | 5,976 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $355,100 | 5,790 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $379,708 | 5,790 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $459,841 | 5,790 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $443,977 | 5,790 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $383,008 | 5,790 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $405,589 | 5,790 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $377,565 | 5,790 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $326,671 | 5,790 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $272,353 | 5,890 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $977,761 | 21,918 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $930,121 | 21,942 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||