Ellis Investment Partners, LLC

Position in TD — Toronto Dominion Bank

CIK 1765590 Berwyn, PA

Position in TD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$232,659

+$96,016 QoQ

Shares Held

1,916

-14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#681

of 897 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $1,547,995 across 5 Banks - Diversified names. TD ranks #5 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	6,476	$369,002
2	WFC	Wells Fargo & Company/Mn	4,179	$345,352
3	JPM	Jpmorgan Chase & Co	1,042	$341,077
4	C	Citigroup Inc	1,857	$259,905
5	TD	Toronto Dominion Bank This page	1,916	$232,659

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,659	1,916	-14.0%	Shares	Sole	2026-08-05
2022-09-30	$136,643	2,228	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$145,915	2,225	+0.1%	Shares	Sole	2022-08-01
2022-03-31	$176,471	2,222	+0.1%	Shares	Sole	2022-05-03
2021-12-31	$170,152	2,219	+0.1%	Shares	Sole	2022-02-01
2021-09-30	$146,588	2,216	+0.1%	Shares	Sole	2021-10-21
2021-06-30	$155,090	2,214	+0.1%	Shares	Sole	2021-07-26
2021-03-31	$144,179	2,211	-10.3%	Shares	Sole	2021-05-03
2020-12-31	$139,131	2,466	+0.3%	Shares	Sole	2021-01-20
2020-09-30	$113,704	2,459	+11.8%	Shares	Sole	2020-10-19
2020-06-30	$98,142	2,200	+0.2%	Shares	Sole	2020-07-13
2020-03-31	$93,088	2,196	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.