Position in TD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$502,113
+$116,277 QoQ
Shares Held
4,135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#494
of 897 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Columbia Asset Management holds $16,773,150 across 6 Banks - Diversified names. TD ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,797 | $10,408,112 | |
| 2 | C |
Citigroup Inc
|
22,127 | $3,096,894 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,097 | $1,604,737 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,468 | $824,386 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
4,135 | $502,113 | |
| 6 | UBS |
UBS Group AG
|
6,798 | $336,908 |
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,113 | 4,135 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $385,836 | 4,135 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $361,257 | 3,835 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||