Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$575,699
+$134,996 QoQ
Shares Held
4,741
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#471
of 897 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $45,353,538 across 10 Banks - Diversified names. TD ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
87,633 | $28,684,909 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
43,002 | $3,553,685 | |
| 4 | C |
Citigroup Inc
|
18,396 | $2,574,704 | |
| 5 | SAN |
Banco Santander, S.A.
|
160,400 | $2,213,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,274 | $762,673 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
4,741 | $575,699 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,434 | $386,776 |
All Filings in TD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,699 | 4,741 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $440,703 | 4,723 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $444,812 | 4,722 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $377,523 | 4,722 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $346,757 | 4,721 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $278,601 | 4,648 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $249,269 | 4,682 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $307,759 | 4,865 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $258,312 | 4,700 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $265,007 | 4,389 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $278,706 | 4,313 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $254,960 | 4,231 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $258,147 | 4,163 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $243,373 | 4,063 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $263,119 | 4,063 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $249,674 | 4,071 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $266,451 | 4,063 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $320,539 | 4,036 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $306,720 | 4,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $264,600 | 4,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $280,200 | 4,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $260,840 | 4,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $225,680 | 4,000 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||