Position in TD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$177,411,513
-$41,429,779 QoQ
Shares Held
1,901,313
-18.2% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.75935103794062.ToString("F0")%
Shared 0.ToString("F0")%
None 27.240648962059378.ToString("F0")%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Derivatives in TD
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,675,474
PutShares
17,956
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 Mar 31, 2026UBS Group AG holds $13,960,742,268 across 19 Banks - Diversified names. TD ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,111,750 | $5,621,912,375 | |
| 2 | UBS |
UBS Group AG
|
106,890,182 | $4,176,199,407 | |
| 3 | BAC |
Bank Of America Corp /De/
|
27,456,463 | $1,338,502,566 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,396,355 | $827,653,820 | |
| 5 | C |
Citigroup Inc
|
6,969,507 | $790,411,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,078,905 | $365,250,499 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
1,901,313 | $177,411,513 | |
| 8 | RY |
Royal Bank Of Canada
|
1,030,378 | $166,694,550 |
All Filings in TD
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,675,474 | 17,956 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $177,411,513 | 1,901,313 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,691,455 | 17,956 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $218,841,292 | 2,323,156 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $1,884,000 | 20,000 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $1,123,617 | 14,054 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $5,463,623 | 68,338 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $317,152,932 | 3,966,891 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,032,266 | 14,054 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $5,019,426 | 68,338 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $120,148,479 | 1,635,786 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $79,491,406 | 1,326,183 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $842,396 | 14,054 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $4,096,179 | 68,338 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $118,724,719 | 2,229,991 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,638,315 | 68,338 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $3,410,234 | 64,054 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $4,323,061 | 68,338 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $67,976,598 | 1,074,559 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $4,052,056 | 64,054 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $3,755,856 | 68,338 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $42,348,543 | 770,534 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $3,520,407 | 64,054 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $3,019,000 | 50,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $64,464,765 | 1,067,651 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $2,918,648 | 48,338 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $68,441,366 | 1,059,136 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $3,231,000 | 50,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $56,560,998 | 938,616 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $85,745,317 | 1,382,766 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $63,560,488 | 1,061,110 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $81,846,341 | 1,263,841 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $1,890,992 | 29,200 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $68,279,546 | 1,113,314 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $1,790,836 | 29,200 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $1,842,798 | 28,100 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $65,674,696 | 1,001,444 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $75,859,441 | 955,168 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $2,215,818 | 27,900 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $82,641,331 | 1,077,743 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $1,932,336 | 25,200 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $68,788,722 | 1,039,890 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $1,627,290 | 24,600 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $67,904,997 | 969,379 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $1,856,325 | 26,500 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $1,675,897 | 25,700 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $66,300,245 | 1,016,719 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,321,772 | 76,600 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $53,419,752 | 946,823 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,276,224 | 27,600 | Put | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||