SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in TD — Toronto Dominion Bank
CIK 1531593
NEW YORK, NY
Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$327,861
+$75,924 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#600
of 897 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Derivatives in TD
reported options exposure · as of Jun 30, 2026CallValue
$1,214,300
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,935,456 across 7 Banks - Diversified names. TD ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
9,160 | $1,282,033 | |
| 2 | TD |
Toronto Dominion Bank
This page
|
2,700 | $327,861 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
1,400 | $133,126 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,514 | $86,267 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
909 | $75,119 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
159 | $22,992 | |
| 7 | BCS |
Barclays PLC
|
300 | $8,058 |
All Filings in TD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,861 | 2,700 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $1,214,300 | 10,000 | Call | Sole | 2026-08-03 | |
| 2026-03-31 | $251,937 | 2,700 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $819,540 | 8,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $143,910 | 1,800 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $69,212 | 1,300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $126,905 | 2,710 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,496 | 100 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,038 | 100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,462 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,026 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,201 | 100 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $83,799 | 1,294 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $85,862 | 1,400 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $91,812 | 1,400 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $6,558 | 100 | Put | Sole | 2022-08-02 | |
| 2022-03-31 | $15,884 | 200 | Shares | Sole | 2022-05-11 | |
| 2022-03-31 | $119,130 | 1,500 | Call | Sole | 2022-05-11 | |
| 2022-03-31 | $15,884 | 200 | Put | Sole | 2022-05-11 | |
| 2021-12-31 | $168,696 | 2,200 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $403,515 | 6,100 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||