Bleakley Financial Group, LLC

Position in TD — Toronto Dominion Bank

CIK 1936953 PARSIPPANY, NJ

Position in TD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,764,353

+$941,076 QoQ

Shares Held

22,765

+16.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#280

of 897 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $97,370,895 across 14 Banks - Diversified names. TD ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	139,437	$45,641,913
2	BAC	Bank Of America Corp /De/	246,038	$14,019,245
3	WFC	Wells Fargo & Company/Mn	128,028	$10,580,233
4	C	Citigroup Inc	54,959	$7,692,061
5	UBS	UBS Group AG	93,266	$4,622,262
6	BNY	Bank of New York Mellon Corp	24,848	$3,593,269
7	SAN	Banco Santander, S.A.	213,651	$2,948,383
8	TD	Toronto Dominion Bank This page	22,765	$2,764,353

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,764,353	22,765	+16.5%	Shares	Sole	2026-08-05
2026-03-31	$1,823,277	19,540	+15.2%	Shares	Sole	2026-05-04
2025-12-31	$1,597,914	16,963	+38.7%	Shares	Sole	2026-02-09
2025-09-30	$977,628	12,228	+12.9%	Shares	Sole	2025-11-10
2025-06-30	$795,683	10,833	+41.8%	Shares	Sole	2025-07-30
2024-12-31	$406,806	7,641	-8.8%	Shares	Sole	2025-01-27
2024-09-30	$530,182	8,381	+5.2%	Shares	Sole	2024-10-16
2024-06-30	$437,811	7,966	+8.9%	Shares	Sole	2024-08-12
2024-03-31	$441,619	7,314	+3.4%	Shares	Sole	2024-05-08
2023-12-31	$457,057	7,073	+14.1%	Shares	Sole	2024-01-25
2023-09-30	$373,672	6,201	-8.0%	Shares	Sole	2023-11-14
2023-06-30	$418,133	6,743	-1.3%	Shares	Sole	2023-08-14
2023-03-31	$409,296	6,833	+24.7%	Shares	Sole	2023-05-12
2022-12-31	$354,884	5,480	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.