Edgestream Partners, L.P.

Position in TD — Toronto Dominion Bank

CIK 1535061 Princeton, NJ

Position in TD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$718,622

+$433,934 QoQ

Shares Held

5,918

+94.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#431

of 897 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $23,939,221 across 6 Banks - Diversified names. TD ranks #6 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	77,140	$11,155,215
2	JPM	Jpmorgan Chase & Co	24,323	$7,961,647
3	C	Citigroup Inc	13,224	$1,850,831
4	WFC	Wells Fargo & Company/Mn	17,925	$1,481,322
5	RY	Royal Bank Of Canada	3,728	$771,584
6	TD	Toronto Dominion Bank This page	5,918	$718,622

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,622	5,918	+94.0%	Shares	Sole	2026-08-11
2026-03-31	$284,688	3,051	-13.9%	Shares	Sole	2026-05-18
2025-12-31	$333,939	3,545	-23.7%	Shares	Sole	2026-02-13
2025-06-30	$341,101	4,644	+28.0%	Shares	Sole	2025-08-13
2024-09-30	$229,570	3,629	-17.7%	Shares	Sole	2024-11-14
2023-12-31	$285,103	4,412	+28.0%	Shares	Sole	2024-02-14
2023-06-30	$213,810	3,448	-87.5%	Shares	Sole	2023-08-10
2022-06-30	$1,808,040	27,570	-36.4%	Shares	Sole	2022-08-12
2022-03-31	$3,442,459	43,345	+337.2%	Shares	Sole	2022-05-13
2021-12-31	$760,282	9,915	-72.7%	Shares	Sole	2022-02-15
2021-09-30	$2,405,941	36,371	+131.4%	Shares	Sole	2021-11-15
2020-12-31	$886,696	15,716	-76.1%	Shares	Sole	2021-02-11
2020-09-30	$3,046,661	65,888	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.