Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,842,333
+$1,627,162 QoQ
Shares Held
15,172
+557.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#315
of 897 holders
Holding Since
Sep 2020
16 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, 2026AE Wealth Management LLC holds $411,113,329 across 13 Banks - Diversified names. TD ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
504,021 | $164,981,152 | |
| 2 | C |
Citigroup Inc
|
550,024 | $76,981,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,295,213 | $73,801,192 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
722,249 | $59,686,618 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
208,669 | $30,175,588 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
15,172 | $1,842,333 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
15,819 | $1,504,225 | |
| 8 | ING |
Ing Groep NV
|
19,446 | $610,211 |
All Filings in TD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,842,333 | 15,172 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $215,171 | 2,306 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $292,405 | 4,525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $249,295 | 4,137 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $566,089 | 9,129 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $398,874 | 6,659 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $206,195 | 3,184 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $295,855 | 4,824 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $308,947 | 4,711 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $330,943 | 4,167 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $317,378 | 4,139 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $243,432 | 3,680 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $367,832 | 5,251 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $296,901 | 4,553 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $321,932 | 5,706 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $311,518 | 6,737 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||