Position in TD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,672,563
+$12,991,696 QoQ
Shares Held
310,241
+17.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#126
of 897 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. TD ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,591,305 | $520,881,865 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,866,843 | $220,332,714 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,444,769 | $119,395,709 | |
| 4 | RY |
Royal Bank Of Canada
|
316,346 | $65,474,131 | |
| 5 | C |
Citigroup Inc
|
382,940 | $53,596,281 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
310,241 | $37,672,563 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,596,097 | $35,826,138 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,548,878 | $30,807,182 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,672,563 | 310,241 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,680,867 | 264,504 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,191,380 | 246,193 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,570,691 | 219,771 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,029,683 | 191,010 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $10,436,152 | 174,110 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,917,419 | 129,929 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,125,318 | 144,251 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,220,200 | 131,372 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $24,955,355 | 413,305 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $27,420,656 | 424,337 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $41,009,280 | 680,539 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $24,745,275 | 399,053 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $23,715,847 | 395,924 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,955,354 | 400,793 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $24,408,236 | 397,982 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $24,718,872 | 376,927 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,125,594 | 379,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,100,935 | 105,646 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,802,866 | 102,840 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,097,045 | 101,314 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,575,767 | 131,510 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,682,090 | 136,159 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,183,628 | 133,729 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,999,732 | 134,493 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,947,147 | 140,296 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||