Position in TD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$357,489
+$68,882 QoQ
Shares Held
2,944
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#581
of 897 holders
Holding Since
Sep 2024
6 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $6,598,601 across 13 Banks - Diversified names. TD ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,261 | $1,394,753 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,903 | $1,148,943 | |
| 3 | BAC |
Bank Of America Corp /De/
|
15,858 | $903,588 | |
| 4 | BNS |
Bank Of Nova Scotia
|
4,863 | $422,302 | |
| 5 | RY |
Royal Bank Of Canada
|
2,026 | $419,321 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,751 | $397,822 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
2,944 | $357,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,767 | $312,228 |
All Filings in TD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,489 | 2,944 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $288,607 | 3,093 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $282,600 | 3,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $228,577 | 2,859 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $214,180 | 2,916 | Shares | Sole | 2025-07-03 | |
| 2024-09-30 | $210,212 | 3,323 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||