Sound View Wealth Advisors Group, LLC
Position in TD — Toronto Dominion Bank
CIK 1784777
SAVANNAH, GA
Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$426,583
+$98,785 QoQ
Shares Held
3,513
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#535
of 897 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $29,473,115 across 6 Banks - Diversified names. TD ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,442 | $20,766,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
69,063 | $3,935,209 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,280 | $2,832,899 | |
| 4 | C |
Citigroup Inc
|
7,078 | $990,636 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,605 | $521,319 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
3,513 | $426,583 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,583 | 3,513 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $327,798 | 3,513 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $332,526 | 3,530 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $282,223 | 3,530 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $259,278 | 3,530 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $212,727 | 3,549 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $203,376 | 3,820 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $241,653 | 3,820 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $214,832 | 3,558 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $246,848 | 3,820 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $230,193 | 3,820 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $236,878 | 3,820 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $228,818 | 3,820 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $247,383 | 3,820 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $239,370 | 3,903 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $259,303 | 3,954 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $314,026 | 3,954 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $303,192 | 3,954 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $294,632 | 4,454 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $286,224 | 4,086 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $292,923 | 4,492 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $254,341 | 4,508 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $253,441 | 5,481 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $296,924 | 6,656 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $389,097 | 9,179 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||