Position in TD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$232,295
-$4,429 QoQ
Shares Held
1,913
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#682
of 897 holders
Holding Since
Jun 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Procyon Advisors, LLC holds $21,452,801 across 6 Banks - Diversified names. TD ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,623 | $18,861,736 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,282 | $1,155,668 | |
| 3 | C |
Citigroup Inc
|
3,875 | $542,345 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
1,913 | $232,295 | |
| 6 | SAN |
Banco Santander, S.A.
|
12,753 | $175,991 |
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,295 | 1,913 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $236,724 | 2,513 | Shares | Sole | 2026-01-07 | |
| 2020-06-30 | $66,915 | 1,500 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||