Position in TD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$48,572
-$380,933 QoQ
Shares Held
400
-91.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#794
of 897 holders
Holding Since
Dec 2021
19 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, 2026Addison Advisors LLC holds $1,284,773 across 13 Banks - Diversified names. TD ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,014 | $659,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,009 | $171,452 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,019 | $84,210 | |
| 4 | C |
Citigroup Inc
|
563 | $78,797 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
763 | $72,553 | |
| 6 | SAN |
Banco Santander, S.A.
|
5,050 | $69,690 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
400 | $48,572 | |
| 8 | BNS |
Bank Of Nova Scotia
|
445 | $38,643 |
All Filings in TD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,572 | 400 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $429,505 | 4,603 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $434,544 | 4,613 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $366,250 | 4,581 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $345,287 | 4,701 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $308,451 | 5,146 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $157,164 | 2,952 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $314,402 | 4,970 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $132,892 | 2,418 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $263,920 | 4,371 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $286,395 | 4,432 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $203,196 | 3,372 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $204,198 | 3,293 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $243,493 | 4,065 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $262,471 | 4,053 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $200,794 | 3,274 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $118,699 | 1,810 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $235,003 | 2,959 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $136,873 | 1,785 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||