Position in TD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,107
+$2,109 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#851
of 895 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $4,559,733 across 8 Banks - Diversified names. TD ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,233 | $4,004,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,961 | $396,637 | |
| 3 | RY |
Royal Bank Of Canada
|
275 | $56,916 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
287 | $41,503 | |
| 5 | C |
Citigroup Inc
|
217 | $30,371 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
160 | $13,222 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
75 | $9,107 | |
| 8 | ING |
Ing Groep NV
|
247 | $7,750 |
All Filings in TD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,107 | 75 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,998 | 75 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,065 | 75 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,996 | 75 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,508 | 75 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,495 | 75 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,993 | 75 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,744 | 75 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,122 | 75 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,528 | 75 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,846 | 75 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,519 | 75 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,650 | 75 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,492 | 75 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,857 | 75 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,599 | 75 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,918 | 75 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,956 | 75 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,751 | 75 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,961 | 75 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,253 | 75 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,890 | 75 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,231 | 75 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||