SkyOak Wealth, LLC

Position in TD — Toronto Dominion Bank

CIK 1800379 SOUTHFIELD, MI

Position in TD

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$898,339

+$208,032 QoQ

Shares Held

7,398

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#399

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

SkyOak Wealth, LLC holds $12,499,126 across 6 Banks - Diversified names. TD ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	26,977	$8,830,381
2	BAC	Bank Of America Corp /De/	33,987	$1,936,579
3	TD	Toronto Dominion Bank This page	7,398	$898,339
4	NTB	Bank of N.T. Butterfield & Son Ltd	5,237	$311,601
5	BMO	Bank Of Montreal /Can/	1,700	$300,390
6	C	Citigroup Inc	1,585	$221,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$898,339	7,398	0.0%	Shares	Sole	2026-07-30
2026-03-31	$690,307	7,398	-11.9%	Shares	Sole	2026-04-30
2025-12-31	$791,091	8,398	-1.0%	Shares	Sole	2026-02-05
2025-09-30	$678,375	8,485	0.0%	Shares	Sole	2025-10-23
2025-06-30	$623,223	8,485	0.0%	Shares	Sole	2025-07-30
2025-03-31	$508,590	8,485	0.0%	Shares	Sole	2025-05-01
2024-12-31	$451,741	8,485	-19.9%	Shares	Sole	2025-01-24
2024-09-30	$669,986	10,591	-0.8%	Shares	Sole	2024-11-04
2024-06-30	$586,588	10,673	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$639,484	10,591	0.0%	Shares	Sole	2024-04-29
2023-12-31	$684,390	10,591	-7.0%	Shares	Sole	2024-01-12
2023-09-30	$686,421	11,391	-1.3%	Shares	Sole	2023-10-24
2023-06-30	$715,657	11,541	-17.3%	Shares	Sole	2023-07-20
2023-03-31	$835,844	13,954	-15.2%	Shares	Sole	2023-05-02
2022-12-31	$1,065,561	16,454	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,009,123	16,454	-5.7%	Shares	Sole	2022-10-25
2022-06-30	$1,144,633	17,454	0.0%	Shares	Sole	2022-07-26
2022-03-31	$1,386,196	17,454	-14.7%	Shares	Sole	2022-04-18
2021-12-31	$1,568,412	20,454	-0.1%	Shares	Sole	2022-01-24
2021-09-30	$1,354,355	20,474	-1.9%	Shares	Sole	2021-10-21
2021-06-30	$1,462,223	20,874	0.0%	Shares	Sole	2021-07-19
2021-03-31	$1,361,193	20,874	0.0%	Shares	Sole	2021-04-29
2020-12-31	$1,177,711	20,874	-0.9%	Shares	Sole	2021-02-02
2020-09-30	$974,461	21,074	-1.7%	Shares	Sole	2020-11-03
2020-06-30	$955,992	21,430	0.0%	Shares	Sole	2020-08-10
2020-03-31	$908,417	21,430	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.