Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$855,474
-$1,201,100 QoQ
Shares Held
7,045
-67.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#404
of 897 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $27,806,115 across 15 Banks - Diversified names. TD ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,108 | $14,110,541 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
58,329 | $8,434,956 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,562 | $2,539,142 | |
| 4 | TD |
Toronto Dominion Bank
This page
|
7,045 | $855,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
4,217 | $745,143 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,899 | $487,493 | |
| 7 | C |
Citigroup Inc
|
2,382 | $333,384 | |
| 8 | ING |
Ing Groep NV
|
3,268 | $102,549 |
All Filings in TD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,474 | 7,045 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,056,574 | 21,832 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,928,553 | 24,122 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,786,818 | 24,327 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,423,694 | 23,752 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $477,136 | 8,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $768,229 | 12,144 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $634,293 | 11,541 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||