Position in TD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$196,959
+$45,611 QoQ
Shares Held
1,622
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#715
of 897 holders
Holding Since
Jun 2021
21 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, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. TD ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in TD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,959 | 1,622 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $151,348 | 1,622 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $162,494 | 1,725 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $156,221 | 1,954 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $152,482 | 2,076 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $127,852 | 2,133 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $126,711 | 2,380 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $130,442 | 2,062 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $94,036 | 1,711 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $82,418 | 1,365 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $72,955 | 1,129 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $87,618 | 1,454 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $78,504 | 1,266 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $81,404 | 1,359 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $78,942 | 1,219 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $50,597 | 825 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $51,349 | 783 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $47,652 | 600 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $43,554 | 568 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $18,058 | 273 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $12,048 | 172 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||