Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$855,474
+$592,845 QoQ
Shares Held
7,045
+152.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#405
of 897 holders
Holding Since
Dec 2023
4 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, 2026Waterloo Capital, L.P. holds $18,981,181 across 7 Banks - Diversified names. TD ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,900 | $6,513,867 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
62,918 | $5,199,543 | |
| 3 | BAC |
Bank Of America Corp /De/
|
63,811 | $3,635,950 | |
| 4 | C |
Citigroup Inc
|
12,757 | $1,785,469 | |
| 5 | TD |
Toronto Dominion Bank
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|
7,045 | $855,474 | |
| 6 | RY |
Royal Bank Of Canada
|
2,878 | $595,659 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,733 | $395,219 |
All Filings in TD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,474 | 7,045 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $262,629 | 2,788 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $753,602 | 12,481 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $526,265 | 8,144 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||