Position in TD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,282,911
+$2,989,332 QoQ
Shares Held
92,917
+4.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#176
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, 2026NewSquare Capital LLC holds $37,700,715 across 7 Banks - Diversified names. TD ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
51,385 | $16,819,852 | |
| 2 | TD |
Toronto Dominion Bank
This page
|
92,917 | $11,282,911 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,126 | $8,524,490 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,385 | $363,817 | |
| 5 | C |
Citigroup Inc
|
1,968 | $275,441 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,792 | $230,730 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,282,911 | 92,917 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,293,579 | 88,882 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,474,232 | 89,960 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,156,608 | 127,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,395,430 | 127,916 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,328,803 | 122,269 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,545,325 | 122,940 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,850,249 | 124,095 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,940,513 | 126,283 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,285,994 | 120,669 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,674,658 | 118,766 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,019,024 | 116,479 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,941,151 | 111,936 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,266,258 | 104,612 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,182,961 | 95,475 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,446,042 | 88,799 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,435,991 | 82,891 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $5,923,302 | 74,582 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,026,297 | 65,549 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,908,803 | 59,090 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,942,624 | 56,283 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,441,066 | 52,769 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,952,458 | 52,330 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,398,468 | 51,870 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,145,741 | 48,100 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,184,164 | 27,935 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||