Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$105,279
+$24,753 QoQ
Shares Held
867
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#748
of 897 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Colonial Trust Co / SC holds $22,212,829 across 10 Banks - Diversified names. TD ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
51,229 | $16,768,788 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,813 | $2,724,384 | |
| 3 | C |
Citigroup Inc
|
6,381 | $893,084 | |
| 4 | RY |
Royal Bank Of Canada
|
4,000 | $827,880 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,133 | $506,831 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,026 | $292,979 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
867 | $105,279 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,000 | $86,840 |
All Filings in TD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,279 | 867 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $80,526 | 863 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $130,843 | 1,389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $388,956 | 4,865 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $356,967 | 4,860 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $291,008 | 4,855 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $263,218 | 4,944 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,662 | 4,326 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,582 | 3,686 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $162,724 | 2,695 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $177,058 | 2,740 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $165,112 | 2,740 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $169,907 | 2,740 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $189,942 | 3,171 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $188,969 | 2,918 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $197,482 | 3,220 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||