Position in TD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,909,972
-$1,032,745 QoQ
Shares Held
15,729
-50.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#313
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)
Derivatives in TD
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$430
PutShares
8,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Private Advisor Group, LLC holds $172,226,581 across 11 Banks - Diversified names. TD ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
306,392 | $100,291,292 | |
| 2 | BAC |
Bank Of America Corp /De/
|
521,625 | $29,722,192 | |
| 3 | C |
Citigroup Inc
|
134,648 | $18,845,334 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
161,172 | $13,319,254 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
38,959 | $5,633,860 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
15,729 | $1,909,972 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
7,866 | $747,977 | |
| 8 | RY |
Royal Bank Of Canada
|
2,767 | $572,685 |
All Filings in TD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,909,972 | 15,729 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,942,717 | 31,537 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,922,743 | 31,027 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $430 | 8,600 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $2,392,663 | 29,927 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $6,020 | 8,600 | Put | Sole | 2025-11-13 | |
| 2025-06-30 | $1,457,762 | 19,847 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $937,281 | 15,637 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $859,719 | 16,148 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,384,255 | 21,882 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,212,747 | 22,066 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,377,448 | 22,813 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,464,741 | 22,667 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,118,485 | 18,561 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,295,450 | 20,891 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,229,507 | 20,526 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,453,367 | 37,884 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,154,522 | 35,130 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,794,137 | 27,358 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,432,577 | 18,038 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,839,629 | 23,991 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,102,852 | 16,672 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,153,163 | 16,462 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,048,772 | 16,083 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,137,483 | 20,161 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $758,705 | 16,408 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $737,091 | 16,523 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $686,082 | 16,185 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||