GREAT VALLEY ADVISOR GROUP, INC.

Position in TD — Toronto Dominion Bank

CIK 1769897 WILMINGTON, DE

Position in TD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$582,499

+$133,772 QoQ

Shares Held

4,797

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#467

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $54,245,930 across 9 Banks - Diversified names. TD ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	103,960	$34,029,226
2	BAC	Bank Of America Corp /De/	149,602	$8,524,321
3	C	Citigroup Inc	41,896	$5,863,764
4	WFC	Wells Fargo & Company/Mn	28,633	$2,366,231
5	RY	Royal Bank Of Canada	6,761	$1,399,324
6	BMO	Bank Of Montreal /Can/	5,469	$966,372
7	TD	Toronto Dominion Bank This page	4,797	$582,499
8	BNY	Bank of New York Mellon Corp	2,452	$354,583

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,499	4,797	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$448,727	4,809	-6.4%	Shares	Sole	2026-05-11
2025-12-31	$483,905	5,137	-0.1%	Shares	Sole	2026-02-12
2025-09-30	$411,022	5,141	+4.3%	Shares	Sole	2025-11-14
2025-06-30	$362,035	4,929	0.0%	Shares	Sole	2025-08-14
2025-03-31	$295,443	4,929	-4.7%	Shares	Sole	2025-05-08
2024-12-31	$275,410	5,173	+0.0%	Shares	Sole	2025-02-24
2024-09-30	$327,180	5,172	-7.8%	Shares	Sole	2024-11-12
2024-06-30	$308,435	5,612	-1.2%	Shares	Sole	2024-07-16
2024-03-31	$343,079	5,682	+7.4%	Shares	Sole	2024-05-06
2023-12-31	$341,904	5,291	-75.1%	Shares	Sole	2024-02-06
2023-09-30	$1,280,826	21,255	+6.2%	Shares	Sole	2023-11-07
2023-06-30	$1,240,634	20,007	+16.2%	Shares	Sole	2023-08-10
2023-03-31	$1,031,238	17,216	+197.0%	Shares	Sole	2023-05-03
2022-12-31	$375,413	5,797	-0.9%	Shares	Sole	2023-02-01
2022-09-30	$358,596	5,847	+2.1%	Shares	Sole	2022-10-21
2022-06-30	$375,707	5,729	+0.1%	Shares	Sole	2022-07-19
2022-03-31	$454,679	5,725	+0.1%	Shares	Sole	2022-04-20
2021-12-31	$438,686	5,721	-1.2%	Shares	Sole	2022-02-10
2021-09-30	$382,942	5,789	+0.1%	Shares	Sole	2021-10-14
2021-06-30	$405,239	5,785	+1.3%	Shares	Sole	2021-07-27
2021-03-31	$372,283	5,709	-6.5%	Shares	Sole	2021-04-20
2020-12-31	$344,556	6,107	-3.8%	Shares	Sole	2021-01-29
2020-09-30	$293,670	6,351	+2.3%	Shares	Sole	2020-10-21
2020-06-30	$277,072	6,211	+16.9%	Shares	Sole	2020-07-31
2020-03-31	$225,302	5,315	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.