Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$318,389
+$75,877 QoQ
Shares Held
2,622
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#609
of 897 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $49,288,833 across 6 Banks - Diversified names. TD ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
133,139 | $43,580,388 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,208 | $1,765,398 | |
| 3 | C |
Citigroup Inc
|
10,776 | $1,508,208 | |
| 4 | BAC |
Bank Of America Corp /De/
|
25,602 | $1,458,801 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,958 | $657,649 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,622 | $318,389 |
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,389 | 2,622 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $242,512 | 2,599 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $239,268 | 2,540 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||