Costello Asset Management, INC

Position in TD — Toronto Dominion Bank

CIK 1760145 FEASTERVILLE, PA

Position in TD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$255,003

+$115,038 QoQ

Shares Held

2,100

+40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#660

of 895 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Costello Asset Management, INC holds $3,232,576 across 6 Banks - Diversified names. TD ranks #2 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,700	$2,847,771
2	TD	Toronto Dominion Bank This page	2,100	$255,003
3	RY	Royal Bank Of Canada	400	$82,788
4	WFC	Wells Fargo & Company/Mn	398	$32,890
5	HSBC	Hsbc Holdings PLC	100	$9,509
6	BAC	Bank Of America Corp /De/	81	$4,615

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,003	2,100	+40.0%	Shares	Sole	2026-07-28
2026-03-31	$139,965	1,500	+106.9%	Shares	Sole	2026-04-30
2025-12-31	$68,295	725	-31.0%	Shares	Sole	2026-02-03
2024-09-30	$66,423	1,050	-69.1%	Shares	Sole	2024-11-01
2024-06-30	$186,864	3,400	-16.6%	Shares	Sole	2024-08-01
2024-03-31	$246,048	4,075	-20.9%	Shares	Sole	2024-04-24
2023-12-31	$332,793	5,150	-18.6%	Shares	Sole	2024-01-29
2023-09-30	$381,144	6,325	+3.3%	Shares	Sole	2023-11-08
2023-06-30	$379,811	6,125	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$378,388	6,317	-0.4%	Shares	Sole	2023-05-05
2022-12-31	$410,707	6,342	-3.8%	Shares	Sole	2023-02-02
2022-09-30	$404,410	6,594	-7.0%	Shares	Sole	2022-11-03
2022-06-30	$465,224	7,094	-2.7%	Shares	Sole	2022-07-22
2022-03-31	$579,289	7,294	-33.6%	Shares	Sole	2022-04-26
2021-12-31	$841,946	10,980	+13.4%	Shares	Sole	2022-01-28
2021-09-30	$640,332	9,680	-1.6%	Shares	Sole	2021-10-29
2021-06-30	$688,941	9,835	-1.0%	Shares	Sole	2021-08-05
2021-03-31	$647,926	9,936	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$560,194	9,929	+42.3%	Shares	Sole	2021-02-05
2020-09-30	$322,570	6,976	-1.4%	Shares	Sole	2020-11-04
2020-06-30	$315,615	7,075	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.