SAX WEALTH ADVISORS, LLC

Position in TD — Toronto Dominion Bank

CIK 1846150 PARSIPPANY, NJ

Position in TD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$370,118

+$85,710 QoQ

Shares Held

3,048

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#572

of 897 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $12,986,323 across 8 Banks - Diversified names. TD ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,214	$8,253,298
2	BAC	Bank Of America Corp /De/	20,209	$1,151,508
3	BNY	Bank of New York Mellon Corp	6,015	$869,829
4	RY	Royal Bank Of Canada	3,321	$687,347
5	UBS	UBS Group AG	13,693	$678,625
6	C	Citigroup Inc	3,504	$490,419
7	WFC	Wells Fargo & Company/Mn	5,871	$485,179
8	TD	Toronto Dominion Bank This page	3,048	$370,118

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,118	3,048	0.0%	Shares	Sole	2026-07-09
2026-03-31	$284,408	3,048	0.0%	Shares	Sole	2026-04-08
2025-12-31	$287,121	3,048	0.0%	Shares	Sole	2026-01-12
2025-09-30	$243,687	3,048	0.0%	Shares	Sole	2025-10-20
2025-06-30	$223,875	3,048	-7.2%	Shares	Sole	2025-07-23
2023-06-30	$203,702	3,285	-24.3%	Shares	Sole	2023-08-11
2023-03-31	$260,085	4,342	-28.5%	Shares	Sole	2023-05-05
2022-12-31	$393,287	6,073	-25.8%	Shares	Sole	2023-02-06
2022-09-30	$502,292	8,190	0.0%	Shares	Sole	2022-11-08
2022-06-30	$537,100	8,190	0.0%	Shares	Sole	2022-08-11
2022-03-31	$650,449	8,190	-0.0%	Shares	Sole	2022-08-11
2021-12-31	$628,085	8,191	+31.6%	Shares	Sole	2022-02-07
2021-09-30	$411,651	6,223	-2.1%	Shares	Sole	2021-12-10
2021-06-30	$445,237	6,356	+2.1%	Shares	Sole	2021-08-12
2021-03-31	$405,801	6,223	+38.5%	Shares	Sole	2021-05-14
2020-12-31	$253,438	4,492	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.