Chicago Partners Investment Group LLC
Position in TD — Toronto Dominion Bank
CIK 1563525
CHICAGO, IL
Position in TD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$721,537
+$186,405 QoQ
Shares Held
5,942
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#430
of 897 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $47,999,531 across 8 Banks - Diversified names. TD ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
96,420 | $31,561,158 | |
| 2 | C |
Citigroup Inc
|
33,434 | $4,679,422 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,730 | $4,522,887 | |
| 4 | BAC |
Bank Of America Corp /De/
|
66,944 | $3,814,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,256 | $1,916,950 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
5,942 | $721,537 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,043 | $537,698 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,134 | $245,410 |
All Filings in TD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,537 | 5,942 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $535,132 | 5,735 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $530,628 | 5,633 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $450,358 | 5,633 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $408,382 | 5,560 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $333,266 | 5,560 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $292,926 | 5,502 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $326,927 | 5,168 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $279,966 | 5,094 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $307,575 | 5,094 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $360,579 | 5,580 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $348,122 | 5,777 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $358,231 | 5,777 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $259,426 | 4,331 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $293,816 | 4,537 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $299,719 | 4,887 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $320,489 | 4,887 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $360,328 | 4,537 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $332,101 | 4,331 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $286,495 | 4,331 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $303,386 | 4,331 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $282,424 | 4,331 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $244,355 | 4,331 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||