Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,581,237
+$609,597 QoQ
Shares Held
21,257
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#285
of 897 holders
Holding Since
Mar 2020
25 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, 2026Stratos Wealth Partners, LTD. holds $114,157,822 across 10 Banks - Diversified names. TD ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
236,030 | $77,259,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
282,468 | $16,095,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
108,617 | $8,976,108 | |
| 4 | C |
Citigroup Inc
|
36,501 | $5,108,679 | |
| 5 | TD |
Toronto Dominion Bank
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|
21,257 | $2,581,237 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
17,297 | $2,501,319 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,693 | $884,695 | |
| 8 | SAN |
Banco Santander, S.A.
|
22,980 | $317,124 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,581,237 | 21,257 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,971,640 | 21,130 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,010,133 | 21,339 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,723,881 | 21,562 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,577,338 | 21,475 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,317,421 | 21,979 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,200,455 | 22,548 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,416,138 | 22,386 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,201,040 | 21,853 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,320,450 | 21,869 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,300,542 | 20,126 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,202,307 | 19,952 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,211,737 | 19,541 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $1,406,198 | 21,714 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,394,644 | 22,740 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,519,226 | 23,166 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,864,225 | 23,473 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,718,245 | 22,408 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,508,683 | 22,807 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,543,761 | 22,038 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,337,131 | 20,505 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,139,796 | 20,202 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $939,689 | 20,322 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,028,171 | 23,048 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $946,187 | 22,321 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||