Sargent Investment Group, LLC

Position in TD — Toronto Dominion Bank

CIK 1766157 BETHESDA, MD

Position in TD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$228,045

New position

Shares Held

1,878

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#690

of 897 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sargent Investment Group, LLC holds $22,175,791 across 5 Banks - Diversified names. TD ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	39,208	$12,833,954
2	BAC	Bank Of America Corp /De/	115,727	$6,594,124
3	C	Citigroup Inc	15,354	$2,148,945
4	WFC	Wells Fargo & Company/Mn	4,486	$370,723
5	TD	Toronto Dominion Bank This page	1,878	$228,045

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,045	1,878	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.