EP Wealth Advisors, LLC

Position in TD — Toronto Dominion Bank

CIK 1540569 TORRANCE, CA

Position in TD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,642,219

+$228,573 QoQ

Shares Held

13,524

-10.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#325

of 897 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. TD ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	724,174	$237,043,875
2	BAC	Bank Of America Corp /De/	497,155	$28,327,891
3	WFC	Wells Fargo & Company/Mn	245,564	$20,293,408
4	C	Citigroup Inc	67,481	$9,444,640
5	BNY	Bank of New York Mellon Corp	13,650	$1,973,926
6	TD	Toronto Dominion Bank This page	13,524	$1,642,219
7	BNS	Bank Of Nova Scotia	13,197	$1,146,027
8	SAN	Banco Santander, S.A.	62,986	$869,206

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,642,219	13,524	-10.7%	Shares	Sole	2026-08-12
2026-03-31	$1,413,646	15,150	-9.8%	Shares	Sole	2026-05-14
2025-12-31	$1,582,936	16,804	-12.8%	Shares	Sole	2026-02-18
2025-06-30	$1,415,675	19,274	+95.1%	Shares	Sole	2025-08-14
2025-03-31	$592,027	9,877	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$525,372	9,868	-3.5%	Shares	Sole	2025-02-14
2024-09-30	$647,023	10,228	+0.3%	Shares	Sole	2024-11-15
2024-06-30	$560,372	10,196	-3.3%	Shares	Sole	2024-08-19
2024-03-31	$636,767	10,546	+7.2%	Shares	Sole	2024-05-14
2023-12-31	$635,990	9,842	-0.8%	Shares	Sole	2024-02-28
2023-09-30	$598,020	9,924	-13.6%	Shares	Sole	2023-11-24
2023-06-30	$711,874	11,480	+145.5%	Shares	Sole	2023-08-14
2023-03-31	$280,152	4,677	+51.0%	Shares	Sole	2023-06-05
2022-06-30	$203,101	3,097	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.