Position in TD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,070,891
+$224,663 QoQ
Shares Held
8,819
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#369
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $8,367,292 across 6 Banks - Diversified names. TD ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,963 | $3,915,848 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,870 | $2,556,692 | |
| 3 | TD |
Toronto Dominion Bank
This page
|
8,819 | $1,070,891 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,377 | $343,737 | |
| 5 | C |
Citigroup Inc
|
2,060 | $288,317 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,321 | $191,807 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,891 | 8,819 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $846,228 | 9,069 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $877,944 | 9,320 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $741,216 | 9,271 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $676,841 | 9,215 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $547,971 | 9,142 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $483,578 | 9,083 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $575,602 | 9,099 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $495,024 | 9,007 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $538,166 | 8,913 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $572,468 | 8,859 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $530,649 | 8,806 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $543,083 | 8,758 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $616,490 | 10,292 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $612,111 | 9,452 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $576,318 | 9,397 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $612,451 | 9,339 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $737,652 | 9,288 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $708,676 | 9,242 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $641,390 | 9,696 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $675,772 | 9,647 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $625,885 | 9,598 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $847,033 | 15,013 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $691,103 | 14,946 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $696,362 | 15,610 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $666,879 | 15,732 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||