Position in TD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$307,339
-$2,410,594 QoQ
Shares Held
2,531
-91.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#618
of 897 holders
Holding Since
Mar 2020
23 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, 2026Claro Advisors Inc. holds $18,457,041 across 6 Banks - Diversified names. TD ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,391 | $13,221,186 | |
| 2 | BAC |
Bank Of America Corp /De/
|
48,271 | $2,750,481 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,544 | $788,716 | |
| 4 | C |
Citigroup Inc
|
5,369 | $751,445 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,411 | $637,874 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,531 | $307,339 |
All Filings in TD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,339 | 2,531 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,717,933 | 29,128 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,761,755 | 29,318 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,344,693 | 29,327 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,201,737 | 29,976 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,891,826 | 31,562 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,691,008 | 31,762 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $1,765,919 | 32,131 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,941,579 | 32,156 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,081,216 | 32,207 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,956,401 | 32,466 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,049,306 | 33,048 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,935,968 | 32,320 | Shares | Sole | 2023-04-17 | |
| 2022-06-30 | $2,064,130 | 31,475 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,482,510 | 31,258 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,396,863 | 31,258 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,065,930 | 31,231 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,186,540 | 31,214 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,030,508 | 31,138 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,801,772 | 31,935 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,475,009 | 31,899 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,422,835 | 31,895 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,307,858 | 30,853 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||