Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,795,831
+$2,591,173 QoQ
Shares Held
97,141
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#173
of 897 holders
Holding Since
Jun 2023
13 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, 2026Modera Wealth Management, LLC holds $88,527,579 across 9 Banks - Diversified names. TD ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,295 | $67,199,212 | |
| 2 | TD |
Toronto Dominion Bank
This page
|
97,141 | $11,795,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
77,360 | $4,407,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,880 | $1,642,883 | |
| 5 | RY |
Royal Bank Of Canada
|
7,704 | $1,594,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,171 | $747,778 | |
| 7 | C |
Citigroup Inc
|
3,613 | $505,675 | |
| 8 | BCS |
Barclays PLC
|
14,577 | $391,538 |
All Filings in TD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,795,831 | 97,141 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,204,658 | 98,646 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,138,086 | 107,623 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,091,274 | 113,712 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,607,899 | 117,194 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,383,529 | 123,182 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,008,407 | 131,638 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,084,958 | 143,613 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,644,878 | 157,294 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,147,415 | 184,621 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,363,868 | 206,807 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,962,543 | 231,705 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $15,899,301 | 256,399 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||