One Capital Management, LLC

Position in TD — Toronto Dominion Bank

CIK 1606588 WESTLAKE VILLAGE, CA

Position in TD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$882,674

+$204,404 QoQ

Shares Held

7,269

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#402

of 897 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Capital Management, LLC holds $50,415,364 across 5 Banks - Diversified names. TD ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	165,968	$23,228,881
2	JPM	Jpmorgan Chase & Co	70,363	$23,031,920
3	WFC	Wells Fargo & Company/Mn	23,601	$1,950,386
4	RY	Royal Bank Of Canada	6,385	$1,321,503
5	TD	Toronto Dominion Bank This page	7,269	$882,674

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$882,674	7,269	0.0%	Shares	Sole	2026-08-13
2026-03-31	$678,270	7,269	0.0%	Shares	Sole	2026-05-13
2025-12-31	$684,739	7,269	-18.3%	Shares	Sole	2026-02-10
2025-03-31	$533,046	8,893	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.