Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,006,024
+$2,921,755 QoQ
Shares Held
57,696
+31.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#202
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $873,814,131 across 19 Banks - Diversified names. TD ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,421,239 | $465,214,159 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,777,314 | $158,251,349 | |
| 3 | C |
Citigroup Inc
|
706,285 | $98,851,645 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
691,880 | $57,176,961 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
340,506 | $49,240,570 | |
| 6 | RY |
Royal Bank Of Canada
|
42,172 | $8,728,337 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
57,696 | $7,006,024 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
22,646 | $4,001,547 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,006,024 | 57,696 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,084,269 | 43,771 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,408,086 | 46,795 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,728,569 | 134,191 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,098,855 | 42,190 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $2,092,383 | 34,908 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,406,127 | 45,194 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $3,045,335 | 48,140 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,977,894 | 54,183 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,536,453 | 58,570 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,501,038 | 69,654 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,677,935 | 94,224 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,228,554 | 84,318 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $4,959,416 | 82,795 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,373,585 | 82,977 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $5,099,156 | 83,143 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,795,534 | 73,125 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,361,640 | 67,510 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,635,071 | 60,447 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $3,513,420 | 53,113 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,633,456 | 37,594 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $2,342,403 | 35,921 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,852,547 | 32,835 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,040,011 | 44,118 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,441,455 | 54,729 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,364,932 | 79,225 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||