Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$62,536
+$9,723 QoQ
Shares Held
515
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#775
of 897 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $40,011,292 across 10 Banks - Diversified names. TD ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,940 | $36,313,990 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,095 | $2,227,633 | |
| 3 | RY |
Royal Bank Of Canada
|
4,958 | $1,026,157 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,520 | $290,892 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
515 | $62,536 | |
| 6 | C |
Citigroup Inc
|
221 | $30,931 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
112 | $16,196 |
All Filings in TD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,536 | 515 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $52,813 | 566 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $56,143 | 596 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $65,239 | 816 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,826 | 515 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,576 | 727 | Shares | Sole | 2025-05-14 | |
| 2024-03-31 | $8,151 | 135 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $8,985 | 150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,952 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,185 | 215 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||