Position in TD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$365,990
+$84,754 QoQ
Shares Held
3,014
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#575
of 897 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Successful Portfolios LLC holds $3,429,860 across 6 Banks - Diversified names. TD ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,952 | $966,278 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
44,032 | $875,796 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,359 | $476,295 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,721 | $390,143 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
3,014 | $365,990 | |
| 6 | C |
Citigroup Inc
|
2,539 | $355,358 |
All Filings in TD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,990 | 3,014 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $281,236 | 3,014 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $418,436 | 4,442 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $260,477 | 3,258 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $237,537 | 3,234 | Shares | Sole | 2025-07-21 | |
| 2024-09-30 | $208,568 | 3,297 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $207,559 | 3,212 | Shares | Sole | 2024-01-18 | |
| 2022-12-31 | $208,009 | 3,212 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $203,124 | 3,312 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $217,200 | 3,312 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $263,039 | 3,312 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $253,964 | 3,312 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $221,734 | 3,352 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $241,812 | 3,452 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $225,104 | 3,452 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||