Position in TD
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$6,043,448
+$779,739 QoQ
Shares Held
49,769
-11.8% 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
15 quarters on record
Voting authority
Sole 41%
Shared 8%
None 51%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,466,291,282 across 19 Banks - Diversified names. TD ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,103,189 | $1,015,766,855 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,309,936 | $131,620,153 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,559,804 | $128,902,202 | |
| 4 | C |
Citigroup Inc
|
564,137 | $78,956,614 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
334,931 | $48,434,370 | |
| 6 | BNS |
Bank Of Nova Scotia
|
189,323 | $16,440,808 | |
| 7 | RY |
Royal Bank Of Canada
|
29,870 | $6,182,193 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
49,769 | $6,043,448 |
All Filings in TD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,043,448 | 49,769 | Shares | Other | 2026-08-27 | |
| 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. | ||||||