Morningstar Investment Management LLC

Position in TD — Toronto Dominion Bank

CIK 1673385 CHICAGO, IL

Position in TD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,860,040

+$662,310 QoQ

Shares Held

23,553

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#271

of 897 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $10,778,461 across 5 Banks - Diversified names. TD ranks #1 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank This page	23,553	$2,860,040
2	BAC	Bank Of America Corp /De/	38,527	$2,195,268
3	WFC	Wells Fargo & Company/Mn	25,926	$2,142,524
4	BMO	Bank Of Montreal /Can/	10,675	$1,886,272
5	UBS	UBS Group AG	34,188	$1,694,357

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,860,040	23,553	0.0%	Shares	Sole	2026-07-21
2026-03-31	$2,197,730	23,553	+11.6%	Shares	Sole	2026-05-14
2025-12-31	$1,987,337	21,097	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.