Position in TD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,991,913
+$993,587 QoQ
Shares Held
24,639
+15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#266
of 897 holders
Holding Since
Jun 2022
16 quarters on record
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. TD ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
688,749 | $225,448,210 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
556,012 | $45,948,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
544,630 | $31,033,017 | |
| 4 | C |
Citigroup Inc
|
152,011 | $21,275,459 | |
| 5 | RY |
Royal Bank Of Canada
|
23,858 | $4,937,890 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,071 | $3,625,517 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
19,637 | $3,469,857 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
24,639 | $2,991,913 |
All Filings in TD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,991,913 | 24,639 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,998,326 | 21,416 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,842,928 | 19,564 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,480,354 | 18,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $931,639 | 12,684 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $767,951 | 12,812 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $677,106 | 12,718 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $756,716 | 11,962 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $757,074 | 13,775 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $763,505 | 12,645 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $809,623 | 12,529 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $788,984 | 13,093 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,206,714 | 19,460 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,160,023 | 19,366 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,092,589 | 32,313 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,604,283 | 24,463 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||