Position in TD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$234,724
-$349,735 QoQ
Shares Held
1,933
-79.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#679
of 897 holders
Holding Since
Mar 2022
3 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, 2026Mayflower Financial Advisors, LLC holds $12,136,721 across 8 Banks - Diversified names. TD ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,246 | $6,299,793 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,107 | $2,855,096 | |
| 3 | C |
Citigroup Inc
|
9,225 | $1,291,131 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,602 | $710,869 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,141 | $298,677 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
1,933 | $234,724 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,437 | $227,481 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,866 | $218,950 |
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,724 | 1,933 | Shares | Sole | 2026-07-09 | |
| 2024-09-30 | $584,459 | 9,239 | Shares | Sole | 2024-11-04 | |
| 2022-03-31 | $241,436 | 3,040 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||