Steward Partners Investment Advisory, LLC
Position in TD — Toronto Dominion Bank
CIK 1723397
STAMFORD, CT
Position in TD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,918,934
+$1,198,578 QoQ
Shares Held
24,038
+30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#267
of 897 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. TD ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,918,934 | 24,038 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,720,356 | 18,437 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,556,466 | 16,523 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,241,383 | 15,527 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,157,498 | 15,759 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $914,204 | 15,252 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $585,852 | 11,004 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $904,428 | 14,297 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $929,208 | 16,907 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $920,432 | 15,244 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,009,170 | 15,617 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,102,938 | 18,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,124,737 | 18,138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,098,805 | 18,344 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,170,990 | 18,082 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,107,251 | 18,054 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,157,683 | 17,653 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,339,497 | 16,866 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,130,876 | 14,748 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $949,252 | 14,350 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $930,544 | 13,284 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $991,322 | 15,202 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $830,107 | 14,713 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $686,340 | 14,843 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $681,551 | 15,278 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $809,352 | 19,093 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||