OneDigital Investment Advisors LLC
Position in TD — Toronto Dominion Bank
CIK 1690370
OVERLAND PARK, KS
Position in TD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,058,383
+$252,745 QoQ
Shares Held
8,716
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#374
of 897 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. TD ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
|
21,071 | $1,044,278 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,383 | 8,716 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $805,638 | 8,634 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $846,198 | 8,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $690,368 | 8,635 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $633,653 | 8,627 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $515,543 | 8,601 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $468,299 | 8,796 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $562,697 | 8,895 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $522,174 | 9,501 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $551,148 | 9,128 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $589,851 | 9,128 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $523,478 | 8,687 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $540,665 | 8,719 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $520,351 | 8,687 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $575,522 | 8,887 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $545,039 | 8,887 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $495,194 | 7,551 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $599,700 | 7,551 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $606,232 | 7,906 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $500,623 | 7,568 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $522,292 | 7,456 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $486,205 | 7,456 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $420,667 | 7,456 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $344,765 | 7,456 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $466,442 | 10,456 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $443,229 | 10,456 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||