Position in TD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$426,097
+$70,773 QoQ
Shares Held
3,509
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#536
of 897 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $9,797,213 across 9 Banks - Diversified names. TD ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,391 | $6,019,926 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,409 | $991,964 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,731 | $804,169 | |
| 4 | TD |
Toronto Dominion Bank
This page
|
3,509 | $426,097 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,084 | $388,347 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,181 | $361,620 | |
| 7 | C |
Citigroup Inc
|
2,186 | $305,952 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,925 | $298,840 |
All Filings in TD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,097 | 3,509 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $355,324 | 3,808 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $382,357 | 4,059 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $504,644 | 6,312 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $589,436 | 8,025 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $489,350 | 8,164 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $457,491 | 8,593 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $622,731 | 9,844 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $548,500 | 9,980 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $636,163 | 10,536 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $798,961 | 12,364 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $814,052 | 13,509 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $806,750 | 13,010 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $719,219 | 12,007 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $629,467 | 9,720 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $424,219 | 6,917 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $522,213 | 7,963 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $462,621 | 5,825 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $437,766 | 5,709 | Shares | Sole | 2022-01-26 | |
| 2020-09-30 | $464,342 | 10,042 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $433,519 | 9,718 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $426,189 | 10,054 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||