Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$394,890
+$149,392 QoQ
Shares Held
3,252
+23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#554
of 897 holders
Holding Since
Mar 2021
20 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, 2026Capital Investment Advisors, LLC holds $135,792,528 across 8 Banks - Diversified names. TD ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,686 | $77,147,098 | |
| 2 | BAC |
Bank Of America Corp /De/
|
482,584 | $27,497,636 | |
| 3 | C |
Citigroup Inc
|
189,191 | $26,479,172 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
37,381 | $3,089,165 | |
| 5 | RY |
Royal Bank Of Canada
|
2,554 | $528,601 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,864 | $414,163 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
3,252 | $394,890 | |
| 8 | UBS |
UBS Group AG
|
4,879 | $241,803 |
All Filings in TD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,890 | 3,252 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $245,498 | 2,631 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $247,746 | 2,630 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $210,268 | 2,630 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $228,649 | 3,113 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $278,470 | 4,402 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $250,232 | 4,553 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $274,849 | 4,552 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $295,248 | 4,569 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $284,306 | 4,718 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $332,993 | 5,370 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $316,631 | 5,286 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $363,303 | 5,610 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $356,449 | 5,812 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $383,052 | 5,841 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $454,600 | 5,724 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $433,778 | 5,657 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $306,737 | 4,637 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $326,152 | 4,656 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $296,901 | 4,553 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||