Position in TD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,769,818
+$995,156 QoQ
Shares Held
22,810
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#279
of 897 holders
Holding Since
Sep 2020
24 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, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $175,305,019 across 9 Banks - Diversified names. TD ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
300,144 | $98,246,135 | |
| 2 | C |
Citigroup Inc
|
494,972 | $69,276,281 | |
| 3 | TD |
Toronto Dominion Bank
This page
|
22,810 | $2,769,818 | |
| 4 | RY |
Royal Bank Of Canada
|
10,498 | $2,172,771 | |
| 5 | BNS |
Bank Of Nova Scotia
|
8,700 | $755,508 | |
| 6 | BAC |
Bank Of America Corp /De/
|
12,374 | $705,070 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,993 | $689,195 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,058 | $363,648 |
All Filings in TD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,769,818 | 22,810 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,774,662 | 19,019 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,591,320 | 16,893 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,309,581 | 16,380 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,103,219 | 15,020 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $867,811 | 14,478 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $674,284 | 12,665 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $843,319 | 13,331 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $816,540 | 14,857 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $853,652 | 14,138 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $965,875 | 14,947 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $916,012 | 15,201 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $847,986 | 13,675 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $799,844 | 13,353 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,032,144 | 15,938 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $979,808 | 15,976 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $991,176 | 15,114 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,226,721 | 15,446 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,056,190 | 13,774 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $748,288 | 11,312 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $792,125 | 11,308 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $658,947 | 10,105 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $321,650 | 5,701 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $263,752 | 5,704 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||