BEACON INVESTMENT ADVISORS LLC

Position in TD — Toronto Dominion Bank

CIK 1961635 Gaithersburg, MD

Position in TD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$210,559

New position

Shares Held

1,734

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#707

of 897 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $7,736,839 across 5 Banks - Diversified names. TD ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	83,283	$4,745,465
2	JPM	Jpmorgan Chase & Co	6,833	$2,236,645
3	C	Citigroup Inc	2,295	$321,208
4	WFC	Wells Fargo & Company/Mn	2,698	$222,962
5	TD	Toronto Dominion Bank This page	1,734	$210,559

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,559	1,734	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.