TD PRIVATE CLIENT WEALTH LLC

Position in TD — Toronto Dominion Bank

CIK 1551017 NEW YORK, NY

Position in TD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,786,235

+$426,802 QoQ

Shares Held

14,710

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#318

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. TD ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,249	$22,994,605
2	WFC	Wells Fargo & Company/Mn	105,248	$8,697,694
3	C	Citigroup Inc	38,884	$5,442,204
4	BAC	Bank Of America Corp /De/	82,250	$4,686,605
5	TD	Toronto Dominion Bank This page	14,710	$1,786,235
6	BNY	Bank of New York Mellon Corp	6,305	$911,766
7	ING	Ing Groep NV	13,080	$410,450
8	BCS	Barclays PLC	11,624	$312,220

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,786,235	14,710	+1.0%	Shares	Defined	2026-08-04
2026-03-31	$1,359,433	14,569	-1.7%	Shares	Defined	2026-04-27
2025-12-31	$1,396,515	14,825	+2.9%	Shares	Defined	2026-02-05
2025-09-30	$1,151,759	14,406	+1336.3%	Shares	Defined	2025-10-27
2025-06-30	$73,670	1,003	-5.1%	Shares	Defined	2025-07-15
2025-03-31	$63,356	1,057	+5.4%	Shares	Defined	2025-04-29
2024-12-31	$53,399	1,003	+321.4%	Shares	Defined	2025-02-11
2024-09-30	$15,055	238	+13.3%	Shares	Defined	2024-11-18
2024-06-30	$11,541	210	-97.9%	Shares	Defined	2024-08-14
2024-03-31	$600,720	9,949	-3.8%	Shares	Defined	2024-08-16
2023-12-31	$668,106	10,339	0.0%	Shares	Defined	2024-08-16
2023-09-30	$623,028	10,339	-13.2%	Shares	Defined	2024-08-16
2023-06-30	$738,663	11,912	0.0%	Shares	Defined	2024-08-16
2023-03-31	$713,528	11,912	0.0%	Shares	Defined	2024-08-16
2022-12-31	$771,421	11,912	0.0%	Shares	Defined	2024-08-16
2022-09-30	$730,562	11,912	0.0%	Shares	Defined	2024-08-16
2022-06-30	$781,188	11,912	+3.4%	Shares	Defined	2024-08-16
2022-03-31	$915,156	11,523	+3.5%	Shares	Defined	2024-08-16
2021-12-31	$853,601	11,132	0.0%	Shares	Defined	2024-08-16
2021-09-30	$736,381	11,132	-0.0%	Shares	Defined	2024-08-16
2021-06-30	$780,006	11,135	0.0%	Shares	Defined	2024-08-16
2021-03-31	$726,113	11,135	+4.4%	Shares	Defined	2024-08-16
2020-12-31	$601,719	10,665	0.0%	Shares	Defined	2024-08-16
2020-09-30	$493,149	10,665	-0.2%	Shares	Defined	2024-08-16
2020-06-30	$476,524	10,682	-1.1%	Shares	Defined	2024-08-16
2020-03-31	$457,854	10,801	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.