Position in TD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,735
New position
Shares Held
39
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#870
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RMG Wealth Management LLC holds $711,774 across 7 Banks - Diversified names. TD ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,605 | $525,364 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,276 | $105,448 | |
| 3 | BAC |
Bank Of America Corp /De/
|
732 | $41,709 | |
| 4 | BNS |
Bank Of Nova Scotia
|
198 | $17,194 | |
| 5 | RY |
Royal Bank Of Canada
|
82 | $16,971 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
39 | $4,735 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2 | $353 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,735 | 39 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||