Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$500,777
+$200,133 QoQ
Shares Held
4,124
+28.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#497
of 897 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $42,631,279 across 10 Banks - Diversified names. TD ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,181 | $16,098,416 | |
| 2 | C |
Citigroup Inc
|
86,109 | $12,051,815 | |
| 3 | BAC |
Bank Of America Corp /De/
|
104,730 | $5,967,515 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
64,138 | $5,300,364 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,263 | $1,050,302 | |
| 6 | RY |
Royal Bank Of Canada
|
3,497 | $723,774 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
4,124 | $500,777 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,953 | $375,890 |
All Filings in TD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,777 | 4,124 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $300,644 | 3,222 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $270,919 | 2,876 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $229,936 | 2,876 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $415,139 | 5,652 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $437,811 | 7,966 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $440,170 | 7,290 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||