Transamerica Financial Advisors, LLC
Position in TD — Toronto Dominion Bank
CIK 1502149
CEDAR RAPIDS, IA
Position in TD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$409,219
+$39,059 QoQ
Shares Held
3,370
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#544
of 895 holders
Holding Since
Jun 2022
17 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, 2026Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. TD ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,488 | $2,778,377 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,105 | $1,248,277 | |
| 3 | C |
Citigroup Inc
|
8,738 | $1,222,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
9,513 | $542,050 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
3,370 | $409,219 | |
| 6 | SAN |
Banco Santander, S.A.
|
26,327 | $363,312 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,076 | $355,492 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,593 | $349,924 |
All Filings in TD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,219 | 3,370 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $370,160 | 3,967 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,395 | 3,518 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $248,724 | 3,111 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,736 | 2,202 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 9 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 9 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 13 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4 | 63 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,803 | 63 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $262,615 | 4,064 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $348,061 | 5,776 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $341,613 | 5,509 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $330,408 | 5,516 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $349,185 | 5,392 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $312,966 | 5,103 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $602,352 | 9,185 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||