Legacy Financial Advisors, Inc.

Position in TD — Toronto Dominion Bank

CIK 1730810 COVINGTON, KY

Position in TD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$648,193

+$134,149 QoQ

Shares Held

5,338

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#445

of 897 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. TD ranks #8 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,993	$11,454,258
2	BAC	Bank Of America Corp /De/	56,504	$3,219,597
3	C	Citigroup Inc	18,681	$2,614,592
4	WFC	Wells Fargo & Company/Mn	24,801	$2,049,554
5	RY	Royal Bank Of Canada	5,229	$1,082,246
6	UBS	UBS Group AG	14,196	$703,553
7	BMO	Bank Of Montreal /Can/	3,772	$666,512
8	TD	Toronto Dominion Bank This page	5,338	$648,193

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,193	5,338	-3.1%	Shares	Sole	2026-08-05
2026-03-31	$514,044	5,509	+10.6%	Shares	Sole	2026-04-30
2025-12-31	$469,304	4,982	-2.5%	Shares	Sole	2026-02-04
2025-09-30	$408,624	5,111	+29.4%	Shares	Sole	2025-11-10
2025-06-30	$290,200	3,951	+12.8%	Shares	Sole	2025-08-07
2025-03-31	$209,909	3,502	-20.4%	Shares	Sole	2025-05-14
2024-09-30	$278,470	4,402	-25.0%	Shares	Sole	2024-11-14
2024-03-31	$354,490	5,871	-4.7%	Shares	Sole	2024-05-14
2023-12-31	$397,994	6,159	+26.3%	Shares	Sole	2024-02-13
2023-09-30	$293,827	4,876	+48.3%	Shares	Sole	2023-11-13
2022-12-31	$212,866	3,287	-11.2%	Shares	Sole	2023-02-06
2022-09-30	$226,921	3,700	+31.6%	Shares	Sole	2022-11-09
2022-03-31	$223,249	2,811	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.