Beacon Pointe Advisors, LLC

Position in TD — Toronto Dominion Bank

CIK 1744317 NEWPORT BEACH, CA

Position in TD

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,916,529

+$416,385 QoQ

Shares Held

15,783

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#311

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. TD ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	474,800	$155,416,284
2	WFC	Wells Fargo & Company/Mn	490,085	$40,500,624
3	BAC	Bank Of America Corp /De/	585,316	$33,351,305
4	C	Citigroup Inc	134,666	$18,847,853
5	BMO	Bank Of Montreal /Can/	52,280	$9,237,876
6	RY	Royal Bank Of Canada	13,332	$2,759,324
7	BNY	Bank of New York Mellon Corp	16,232	$2,347,309
8	TD	Toronto Dominion Bank This page	15,783	$1,916,529

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,916,529	15,783	-1.8%	Shares	Sole	2026-08-18
2026-03-31	$1,500,144	16,077	+35.9%	Shares	Sole	2026-05-15
2025-12-31	$1,114,103	11,827	+0.3%	Shares	Sole	2026-02-18
2025-09-30	$942,850	11,793	+110.0%	Shares	Sole	2025-11-14
2025-06-30	$412,495	5,616	+1.7%	Shares	Sole	2025-08-13
2025-03-31	$331,048	5,523	0.0%	Shares	Sole	2025-05-13
2024-12-31	$294,044	5,523	-43.2%	Shares	Sole	2025-02-14
2024-09-30	$614,634	9,716	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$538,223	9,793	-1.2%	Shares	Sole	2024-08-12
2024-03-31	$598,245	9,908	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$651,692	10,085	-33.9%	Shares	Sole	2024-02-08
2023-09-30	$919,085	15,252	+103.3%	Shares	Sole	2023-11-14
2023-06-30	$465,137	7,501	-18.5%	Shares	Sole	2023-08-14
2023-03-31	$551,139	9,201	+22.8%	Shares	Sole	2023-05-12
2022-12-31	$485,117	7,491	-7.3%	Shares	Sole	2023-02-14
2022-09-30	$495,423	8,078	-1.7%	Shares	Sole	2022-11-09
2022-06-30	$538,674	8,214	+4.7%	Shares	Sole	2022-08-11
2022-03-31	$622,970	7,844	+10.1%	Shares	Sole	2022-05-17
2021-12-31	$546,498	7,127	+21.1%	Shares	Sole	2022-02-14
2021-09-30	$389,425	5,887	+43.7%	Shares	Sole	2021-11-15
2021-06-30	$286,994	4,097	-21.5%	Shares	Sole	2021-08-17
2021-03-31	$340,200	5,217	-9.9%	Shares	Sole	2021-05-18
2020-12-31	$326,671	5,790	-19.8%	Shares	Sole	2021-02-12
2020-09-30	$333,714	7,217	+25.6%	Shares	Sole	2020-11-16
2020-06-30	$256,373	5,747	+10.5%	Shares	Sole	2020-08-14
2020-03-31	$220,555	5,203	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.