Creative Planning

Position in TD — Toronto Dominion Bank

CIK 1540235 OVERLAND PARK, KS

Position in TD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$24,680,867

+$1,489,487 QoQ

Shares Held

264,504

+7.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5171944469648853.ToString("F0")% Shared 0.ToString("F0")% None 99.48280555303512.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. TD ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,543,468	$454,026,546
2	BAC	Bank Of America Corp /De/	3,662,719	$178,557,551
3	WFC	Wells Fargo & Company/Mn	1,321,100	$105,172,770
4	RY	Royal Bank Of Canada	295,907	$47,871,833
5	C	Citigroup Inc	369,286	$41,880,724
6	HSBC	Hsbc Holdings PLC	316,683	$26,123,179
7	SAN	Banco Santander, S.A.	2,285,033	$25,775,171
8	TD	Toronto Dominion Bank This page	264,504	$24,680,867

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,680,867	264,504	+7.4%	Shares	Defined	2026-05-12
2025-12-31	$23,191,380	246,193	+12.0%	Shares	Defined	2026-02-17
2025-09-30	$17,570,691	219,771	+15.1%	Shares	Sole	2025-11-14
2025-06-30	$14,029,683	191,010	+9.7%	Shares	Defined	2025-08-08
2025-03-31	$10,436,152	174,110	+34.0%	Shares	Defined	2025-05-15
2024-12-31	$6,917,419	129,929	-9.9%	Shares	Defined	2025-02-14
2024-09-30	$9,125,318	144,251	+9.8%	Shares	Defined	2024-10-11
2024-06-30	$7,220,200	131,372	-68.2%	Shares	Defined	2024-08-15
2024-03-31	$24,955,355	413,305	-2.6%	Shares	Defined	2024-05-13
2023-12-31	$27,420,656	424,337	-37.6%	Shares	Defined	2024-02-14
2023-09-30	$41,009,280	680,539	+70.5%	Shares	Sole	2023-11-16
2023-06-30	$24,745,275	399,053	+0.8%	Shares	Sole	2023-07-21
2023-03-31	$23,715,847	395,924	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$25,955,354	400,793	+0.7%	Shares	Sole	2023-02-10
2022-09-30	$24,408,236	397,982	+5.6%	Shares	Sole	2022-11-03
2022-06-30	$24,718,872	376,927	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$30,125,594	379,320	+259.0%	Shares	Sole	2022-05-16
2021-12-31	$8,100,935	105,646	+2.7%	Shares	Sole	2022-02-11
2021-09-30	$6,802,866	102,840	+1.5%	Shares	Sole	2021-11-10
2021-06-30	$7,097,045	101,314	-23.0%	Shares	Sole	2021-08-04
2021-03-31	$8,575,767	131,510	-3.4%	Shares	Sole	2021-04-30
2020-12-31	$7,682,090	136,159	+1.8%	Shares	Sole	2021-01-29
2020-09-30	$6,183,628	133,729	-0.6%	Shares	Sole	2020-11-05
2020-06-30	$5,999,732	134,493	-4.1%	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.