Prime Capital Investment Advisors, LLC
Position in TD — Toronto Dominion Bank
CIK 1731446
OVERLAND PARK, KS
Position in TD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,784,292
+$348,905 QoQ
Shares Held
14,694
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#319
of 897 holders
Holding Since
Mar 2023
12 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, 2026Prime Capital Investment Advisors, LLC holds $81,464,167 across 15 Banks - Diversified names. TD ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
151,129 | $49,469,055 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,693 | $12,062,267 | |
| 3 | C |
Citigroup Inc
|
31,245 | $4,373,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
36,686 | $3,031,731 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,982 | $2,660,808 | |
| 6 | RY |
Royal Bank Of Canada
|
10,688 | $2,212,095 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
14,694 | $1,784,292 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
86,156 | $1,713,642 |
All Filings in TD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,784,292 | 14,694 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,435,387 | 15,383 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,527,735 | 16,218 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $242,968 | 3,039 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $223,434 | 3,042 | Shares | Sole | 2025-07-23 | |
| 2024-09-30 | $236,529 | 3,739 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $200,384 | 3,646 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $381,239 | 6,314 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $433,341 | 6,706 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $366,320 | 6,079 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $401,080 | 6,468 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $401,689 | 6,706 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||