Beaton Management Co. Inc.

Position in TD — Toronto Dominion Bank

CIK 1714678 HAVERHILL, MA

Position in TD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,555,472

+$2,836,036 QoQ

Shares Held

70,456

+14.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.81%

of 13F equity value

Holder Rank

#187

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beaton Management Co. Inc. holds $21,952,742 across 6 Banks - Diversified names. TD ranks #1 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank This page	70,456	$8,555,472
2	JPM	Jpmorgan Chase & Co	21,704	$7,104,370
3	BAC	Bank Of America Corp /De/	81,020	$4,616,519
4	WFC	Wells Fargo & Company/Mn	9,850	$814,004
5	C	Citigroup Inc	3,966	$555,081
6	BNY	Bank of New York Mellon Corp	2,125	$307,296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,555,472	70,456	+14.9%	Shares	Sole	2026-08-07
2026-03-31	$5,719,436	61,295	-0.3%	Shares	Sole	2026-05-12
2025-12-31	$5,792,263	61,489	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$4,919,003	61,526	-10.6%	Shares	Sole	2025-11-12
2025-06-30	$5,057,620	68,858	-3.8%	Shares	Sole	2025-08-12
2025-03-31	$4,290,025	71,572	-5.4%	Shares	Sole	2025-04-25
2024-12-31	$4,028,777	75,672	-8.3%	Shares	Sole	2025-01-31
2024-09-30	$5,220,658	82,527	0.0%	Shares	Sole	2024-11-06
2024-06-30	$4,535,683	82,527	-1.1%	Shares	Sole	2024-08-13
2024-03-31	$5,037,322	83,427	-1.7%	Shares	Sole	2024-05-10
2023-12-31	$5,484,751	84,877	-1.3%	Shares	Sole	2024-02-09
2023-09-30	$5,181,998	85,994	0.0%	Shares	Sole	2023-11-03
2023-06-30	$5,332,487	85,994	-0.3%	Shares	Sole	2023-07-21
2023-03-31	$5,169,010	86,294	-1.1%	Shares	Sole	2023-05-12
2022-12-31	$5,653,159	87,294	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$5,368,092	87,528	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$5,763,039	87,878	+2.3%	Shares	Sole	2022-08-12
2022-03-31	$6,820,430	85,878	+1.8%	Shares	Sole	2022-05-13
2021-12-31	$6,470,105	84,378	-0.1%	Shares	Sole	2022-02-03
2021-09-30	$5,588,219	84,478	+5.7%	Shares	Sole	2021-11-08
2021-06-30	$5,600,707	79,953	-1.0%	Shares	Sole	2021-08-12
2021-03-31	$5,267,337	80,775	-12.0%	Shares	Sole	2021-05-14
2020-12-31	$5,177,945	91,775	+3.3%	Shares	Sole	2021-02-17
2020-09-30	$4,109,580	88,875	+7.0%	Shares	Sole	2020-11-13
2020-06-30	$3,705,975	83,075	-14.7%	Shares	Sole	2020-08-14
2020-03-31	$4,129,930	97,427	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.