Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$290,946
+$67,002 QoQ
Shares Held
2,396
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#630
of 897 holders
Holding Since
Sep 2022
9 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, 2026Clearstead Trust, LLC holds $12,247,471 across 6 Banks - Diversified names. TD ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,624 | $11,333,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,577 | $317,777 | |
| 3 | TD |
Toronto Dominion Bank
This page
|
2,396 | $290,946 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,340 | $110,737 | |
| 5 | C |
Citigroup Inc
|
707 | $98,951 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
661 | $95,587 |
All Filings in TD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,946 | 2,396 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $223,944 | 2,400 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $226,080 | 2,400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $191,880 | 2,400 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $223,875 | 3,048 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,976 | 400 | Shares | Sole | 2025-05-09 | |
| 2023-03-31 | $1,257 | 21 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,296 | 159 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,751 | 159 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||