KESTRA PRIVATE WEALTH SERVICES, LLC

Position in TD — Toronto Dominion Bank

CIK 1649451 AUSTIN, TX

Position in TD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,153,342

+$233,866 QoQ

Shares Held

9,498

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#362

of 897 holders

Holding Since

Dec 2022

15 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $164,993,838 across 15 Banks - Diversified names. TD ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	325,397	$106,512,200
2	BAC	Bank Of America Corp /De/	385,188	$21,948,012
3	BNY	Bank of New York Mellon Corp	82,440	$11,921,648
4	WFC	Wells Fargo & Company/Mn	117,059	$9,673,755
5	C	Citigroup Inc	49,621	$6,944,955
6	BCS	Barclays PLC	48,839	$1,311,815
7	HSBC	Hsbc Holdings PLC	12,187	$1,158,861
8	TD	Toronto Dominion Bank This page	9,498	$1,153,342

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,153,342	9,498	-3.6%	Shares	Sole	2026-07-28
2026-03-31	$919,476	9,854	+7.9%	Shares	Sole	2026-04-20
2025-12-31	$860,046	9,130	+6.5%	Shares	Sole	2026-01-29
2025-09-30	$685,331	8,572	+1.2%	Shares	Sole	2025-11-17
2025-06-30	$622,341	8,473	+16.4%	Shares	Sole	2025-08-07
2025-03-31	$436,483	7,282	-6.3%	Shares	Sole	2025-05-05
2024-12-31	$413,834	7,773	-7.5%	Shares	Sole	2025-01-28
2024-09-30	$531,700	8,405	-9.8%	Shares	Sole	2024-11-13
2024-06-30	$512,392	9,323	+0.6%	Shares	Sole	2024-08-12
2024-03-31	$559,420	9,265	-42.9%	Shares	Sole	2024-05-02
2023-12-31	$1,049,299	16,238	-10.0%	Shares	Sole	2024-02-05
2023-09-30	$1,087,331	18,044	+13.3%	Shares	Sole	2023-11-08
2023-06-30	$987,323	15,922	+21.7%	Shares	Sole	2023-08-08
2023-03-31	$783,551	13,081	+162.4%	Shares	Sole	2023-05-12
2022-12-31	$322,893	4,986	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.