Ranch Capital Advisors Inc.

Position in TD — Toronto Dominion Bank

CIK 1793269 SARASOTA, FL

Position in TD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$779,094

+$180,511 QoQ

Shares Held

6,416

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#418

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ranch Capital Advisors Inc. holds $12,918,502 across 4 Banks - Diversified names. TD ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,859	$6,173,116
2	C	Citigroup Inc	36,258	$5,074,669
3	BAC	Bank Of America Corp /De/	15,648	$891,623
4	TD	Toronto Dominion Bank This page	6,416	$779,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$779,094	6,416	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$598,583	6,415	+0.0%	Shares	Sole	2026-05-06
2025-12-31	$604,104	6,413	+0.0%	Shares	Sole	2026-02-05
2025-09-30	$512,559	6,411	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$470,741	6,409	+0.0%	Shares	Sole	2025-07-31
2025-03-31	$384,035	6,407	+0.0%	Shares	Sole	2025-05-09
2024-12-31	$341,002	6,405	-10.5%	Shares	Sole	2025-02-07
2024-09-30	$452,498	7,153	-1.3%	Shares	Sole	2024-11-12
2024-06-30	$398,460	7,250	-1.5%	Shares	Sole	2024-08-13
2024-03-31	$444,336	7,359	-0.5%	Shares	Sole	2024-05-13
2023-12-31	$477,864	7,395	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$451,467	7,492	-0.0%	Shares	Sole	2023-11-13
2023-06-30	$464,640	7,493	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$448,770	7,492	+1.6%	Shares	Sole	2023-05-12
2022-12-31	$477,734	7,377	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$446,237	7,276	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$477,094	7,275	-1.9%	Shares	Sole	2022-08-10
2022-03-31	$588,819	7,414	+5.7%	Shares	Sole	2022-05-12
2021-12-31	$537,756	7,013	0.0%	Shares	Sole	2022-02-08
2021-09-30	$463,909	7,013	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$491,120	7,011	—	Principal	Sole	2021-08-16
2021-03-31	$457,122	7,010	0.0%	Shares	Sole	2021-05-17
2020-12-31	$395,504	7,010	-1.4%	Shares	Sole	2021-02-16
2020-09-30	$328,766	7,110	-1.7%	Shares	Sole	2020-11-16
2020-06-30	$322,753	7,235	-53.9%	Shares	Sole	2020-08-12
2020-03-31	$665,565	15,701	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.