Position in TD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$405,697
+$96,282 QoQ
Shares Held
3,341
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#549
of 897 holders
Holding Since
Dec 2020
22 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 Jun 30, 2026Berger Financial Group, Inc holds $9,874,857 across 7 Banks - Diversified names. TD ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,783 | $4,184,259 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
9,393 | $1,659,743 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,397 | $1,189,768 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
9,877 | $1,135,855 | |
| 5 | BAC |
Bank Of America Corp /De/
|
14,340 | $817,093 | |
| 6 | C |
Citigroup Inc
|
3,447 | $482,442 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
3,341 | $405,697 |
All Filings in TD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,697 | 3,341 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $309,415 | 3,316 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $332,149 | 3,526 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $281,903 | 3,526 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $258,984 | 3,526 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $211,348 | 3,526 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $281,064 | 4,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $245,506 | 4,467 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $268,328 | 4,444 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $301,452 | 4,665 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $282,438 | 4,687 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $286,114 | 4,614 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $270,388 | 4,514 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $253,729 | 3,918 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $236,488 | 3,856 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $249,597 | 3,806 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $298,936 | 3,764 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $288,700 | 3,765 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $249,054 | 3,765 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $235,578 | 3,363 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $234,756 | 3,600 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $207,174 | 3,672 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||