Position in TD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$272,609
+$63,596 QoQ
Shares Held
2,245
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#647
of 897 holders
Holding Since
Dec 2025
3 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, 2026Advisor OS, LLC holds $12,857,925 across 6 Banks - Diversified names. TD ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,396 | $7,658,209 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,219 | $2,861,475 | |
| 3 | C |
Citigroup Inc
|
6,255 | $875,447 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,967 | $741,029 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,106 | $449,156 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,245 | $272,609 |
All Filings in TD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,609 | 2,245 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $209,013 | 2,240 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $211,007 | 2,240 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||