Position in TD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,263,709
+$338,839 QoQ
Shares Held
56,411
+7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88.396175823363.ToString("F0")%
Shared 7.304399282504577.ToString("F0")%
None 4.29942489413244.ToString("F0")%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $1,343,067,987 across 17 Banks - Diversified names. TD ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,156,561 | $928,533,983 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,694,314 | $131,347,807 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,551,052 | $123,479,249 | |
| 4 | C |
Citigroup Inc
|
627,045 | $71,113,173 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
317,802 | $37,700,850 | |
| 6 | BNS |
Bank Of Nova Scotia
|
191,155 | $13,248,952 | |
| 7 | RY |
Royal Bank Of Canada
|
32,850 | $5,314,472 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
56,411 | $5,263,709 |
All Filings in TD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,263,709 | 56,411 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,924,870 | 52,281 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,539,719 | 56,782 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,354,997 | 59,292 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $4,477,696 | 74,703 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,282,418 | 99,219 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $8,429,205 | 133,247 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,695,334 | 140,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,252,087 | 153,231 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,150,897 | 157,086 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,082,401 | 167,315 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,259,058 | 165,442 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,131,457 | 219,223 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,678,149 | 41,355 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||