Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$324,339
-$413,142 QoQ
Shares Held
2,671
-78.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#603
of 897 holders
Holding Since
Dec 2023
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, 2026NorthRock Partners, LLC holds $35,232,602 across 8 Banks - Diversified names. TD ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
62,473 | $20,449,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
62,278 | $5,146,653 | |
| 3 | BAC |
Bank Of America Corp /De/
|
78,359 | $4,464,895 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
18,316 | $3,236,437 | |
| 5 | C |
Citigroup Inc
|
7,616 | $1,065,935 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,671 | $324,339 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,920 | $277,651 | |
| 8 | RY |
Royal Bank Of Canada
|
1,292 | $267,405 |
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,339 | 2,671 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $737,481 | 12,214 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $740,609 | 11,461 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||