Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$514,984
+$150,982 QoQ
Shares Held
4,241
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#489
of 897 holders
Holding Since
Mar 2022
6 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, 2026Cordatus Wealth Management LLC holds $26,415,842 across 8 Banks - Diversified names. TD ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,163 | $11,837,234 | |
| 2 | C |
Citigroup Inc
|
39,451 | $5,521,561 | |
| 3 | BAC |
Bank Of America Corp /De/
|
83,900 | $4,780,622 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
11,425 | $1,086,403 | |
| 5 | RY |
Royal Bank Of Canada
|
4,826 | $998,837 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
42,580 | $846,916 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
35,169 | $829,285 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
4,241 | $514,984 |
All Filings in TD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,984 | 4,241 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $364,002 | 3,901 | Shares | Sole | 2026-04-29 | |
| 2024-09-30 | $474,007 | 7,493 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $410,826 | 7,475 | Shares | Sole | 2024-07-18 | |
| 2023-06-30 | $509,970 | 8,224 | Shares | Sole | 2023-07-14 | |
| 2022-03-31 | $857,418 | 10,796 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||