Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$42,462,005
+$13,523,589 QoQ
Shares Held
349,683
+12.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#121
of 897 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $488,465,031 across 11 Banks - Diversified names. TD ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
512,674 | $167,813,580 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,057,651 | $60,264,953 | |
| 3 | C |
Citigroup Inc
|
312,269 | $43,705,168 | |
| 4 | TD |
Toronto Dominion Bank
This page
|
349,683 | $42,462,005 | |
| 5 | RY |
Royal Bank Of Canada
|
196,014 | $40,569,016 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
227,614 | $32,915,260 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
370,053 | $30,581,179 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
144,235 | $25,486,323 |
All Filings in TD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,462,005 | 349,683 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $28,938,416 | 310,132 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,197,302 | 278,103 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $20,875,903 | 261,112 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $14,947,294 | 203,503 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $12,384,083 | 206,608 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $8,266,733 | 155,273 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $888,739 | 14,049 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $580,869 | 8,989 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $1,074,375 | 17,829 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $1,461,265 | 23,565 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $1,373,087 | 22,923 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $1,452,437 | 22,428 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $4,138,854 | 67,485 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $1,315,469 | 20,059 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $2,197,630 | 27,671 | Shares | Sole | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||