Position in TD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$673,207
+$155,897 QoQ
Shares Held
5,544
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#439
of 897 holders
Holding Since
Dec 2021
19 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, 2026SlateStone Wealth, LLC holds $4,945,015 across 6 Banks - Diversified names. TD ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
18,732 | $2,621,730 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,516 | $770,141 | |
| 3 | TD |
Toronto Dominion Bank
This page
|
5,544 | $673,207 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,422 | $350,245 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,893 | $321,717 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,177 | $207,975 |
All Filings in TD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,207 | 5,544 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $517,310 | 5,544 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $522,244 | 5,544 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $443,242 | 5,544 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $407,206 | 5,544 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $332,307 | 5,544 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $295,162 | 5,544 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $358,051 | 5,660 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $311,073 | 5,660 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $334,746 | 5,544 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $358,253 | 5,544 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $346,133 | 5,744 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $356,185 | 5,744 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $344,065 | 5,744 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $371,981 | 5,744 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $352,279 | 5,744 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $363,575 | 5,544 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $440,304 | 5,544 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $425,113 | 5,544 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||