Position in TD
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,174,129
-$39,813 QoQ
Shares Held
44,734
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Vise Technologies, Inc. holds $107,841,091 across 18 Banks - Diversified names. TD ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
132,017 | $38,834,120 | |
| 2 | BAC |
Bank Of America Corp /De/
|
215,070 | $10,484,662 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
113,487 | $9,034,700 | |
| 4 | C |
Citigroup Inc
|
55,426 | $6,285,862 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
311,795 | $5,291,161 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
58,865 | $4,855,773 | |
| 7 | RY |
Royal Bank Of Canada
|
29,457 | $4,765,553 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
44,734 | $4,174,129 |
All Filings in TD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,174,129 | 44,734 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,213,942 | 44,734 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,327,024 | 29,106 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,877,308 | 25,559 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $896,881 | 16,846 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,072,130 | 16,948 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $422,697 | 7,691 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $450,132 | 7,455 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $503,842 | 7,797 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $435,920 | 7,234 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $441,387 | 7,118 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $427,865 | 7,143 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $468,214 | 7,230 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $467,579 | 7,624 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $363,641 | 5,545 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $263,277 | 3,315 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||