Position in TD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,567,543
+$2,872,265 QoQ
Shares Held
95,261
+2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#174
of 897 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $949,475,905 across 18 Banks - Diversified names. TD ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,479,664 | $484,338,417 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,184,090 | $124,449,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,040,585 | $85,993,944 | |
| 4 | C |
Citigroup Inc
|
600,893 | $84,100,984 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
409,275 | $59,185,257 | |
| 6 | RY |
Royal Bank Of Canada
|
82,072 | $16,986,441 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
95,261 | $11,567,543 | |
| 8 | SAN |
Banco Santander, S.A.
|
828,167 | $11,428,704 |
All Filings in TD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,567,543 | 95,261 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,695,278 | 93,187 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,466,036 | 89,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,594,595 | 82,484 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,041,093 | 68,633 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,446,211 | 40,811 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,291,130 | 43,034 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,548,077 | 71,895 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,065,226 | 73,967 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $4,521,677 | 74,887 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,771,234 | 27,410 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,992,918 | 33,072 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,245,072 | 36,205 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $938,752 | 15,672 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $960,908 | 14,838 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $819,307 | 13,359 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $849,588 | 12,955 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $954,787 | 12,022 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $756,678 | 9,868 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $609,373 | 9,212 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $400,405 | 5,716 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $338,309 | 5,188 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $305,909 | 5,422 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||