Position in TD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$231,688
New position
Shares Held
1,908
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#683
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $10,373,434 across 6 Banks - Diversified names. TD ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,606 | $5,108,311 | |
| 2 | C |
Citigroup Inc
|
11,591 | $1,622,276 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,464 | $1,450,938 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,773 | $1,386,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,970 | $574,101 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
1,908 | $231,688 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,688 | 1,908 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||