Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$549,106
+$209,738 QoQ
Shares Held
4,522
+24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 897 holders
Holding Since
Dec 2022
7 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, 2026Wealthspire Advisors, LLC holds $59,874,737 across 10 Banks - Diversified names. TD ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,563 | $37,499,906 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,359 | $8,225,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
65,241 | $5,391,516 | |
| 4 | C |
Citigroup Inc
|
28,039 | $3,924,338 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,894 | $2,876,871 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
25,541 | $640,057 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
4,522 | $549,106 | |
| 8 | UBS |
UBS Group AG
|
7,919 | $392,465 |
All Filings in TD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,106 | 4,522 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $339,368 | 3,637 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $514,803 | 5,465 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $267,672 | 3,348 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $311,942 | 4,247 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $222,137 | 3,706 | Shares | Sole | 2025-05-09 | |
| 2022-12-31 | $227,825 | 3,518 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||