Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$412,619
+$143,420 QoQ
Shares Held
3,398
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#543
of 895 holders
Holding Since
Mar 2020
22 quarters on record
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $13,048,784 across 8 Banks - Diversified names. TD ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,751 | $6,137,763 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,300 | $4,290,593 | |
| 3 | C |
Citigroup Inc
|
14,772 | $2,067,488 | |
| 4 | TD |
Toronto Dominion Bank
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|
3,398 | $412,619 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
924 | $76,359 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
390 | $56,397 | |
| 7 | BCS |
Barclays PLC
|
257 | $6,903 | |
| 8 | SAN |
Banco Santander, S.A.
|
48 | $662 |
All Filings in TD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,619 | 3,398 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $269,199 | 2,885 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $281,469 | 2,988 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $238,410 | 2,982 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $211,903 | 2,885 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $212,743 | 3,363 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $201,850 | 3,343 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $215,378 | 3,333 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $328,537 | 5,452 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $337,520 | 5,443 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $213,578 | 3,298 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $332,285 | 5,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,990 | 3,812 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $301,796 | 3,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $290,540 | 3,789 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $251,700 | 3,805 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $265,699 | 3,793 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $246,624 | 3,782 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $200,178 | 3,548 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $229,396 | 4,961 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $220,730 | 4,948 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $209,152 | 4,934 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||