Sowell Financial Services LLC

Position in TD — Toronto Dominion Bank

CIK 1633697 NORTH LITTLE ROCK, AR

Position in TD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$508,670

+$43,240 QoQ

Shares Held

4,189

-16.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#491

of 895 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. TD ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,498	$23,076,110
2	BAC	Bank Of America Corp /De/	226,850	$12,925,913
3	WFC	Wells Fargo & Company/Mn	103,291	$8,535,968
4	HSBC	Hsbc Holdings PLC	32,650	$3,104,688
5	C	Citigroup Inc	12,167	$1,702,893
6	BNY	Bank of New York Mellon Corp	9,080	$1,313,058
7	TD	Toronto Dominion Bank This page	4,189	$508,670
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	16,896	$423,413

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$508,670	4,189	-16.0%	Shares	Sole	2026-07-20
2026-03-31	$465,430	4,988	+2.0%	Shares	Sole	2026-04-20
2025-12-31	$460,826	4,892	+8.3%	Shares	Sole	2026-01-21
2025-09-30	$361,294	4,519	+48.8%	Shares	Sole	2025-10-17
2025-06-30	$223,067	3,037	-56.2%	Shares	Sole	2025-07-14
2021-03-31	$451,970	6,931	+0.0%	Shares	Sole	2021-05-07
2020-12-31	$390,934	6,929	+0.0%	Shares	Sole	2021-01-13
2020-09-30	$320,350	6,928	-4.2%	Shares	Sole	2020-11-12
2020-06-30	$322,664	7,233	+4.4%	Shares	Sole	2020-08-13
2020-03-31	$293,805	6,931	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.