Position in TD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$712,919,559
+$52,555,332 QoQ
Shares Held
7,640,334
+9.0% QoQ
Ownership
0.462%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.8997776798763.ToString("F0")%
Shared 1.1892804686287275.ToString("F0")%
None 0.9109418514949739.ToString("F0")%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,365,923,123 across 19 Banks - Diversified names. TD ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
129,208,607 | $10,286,297,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,271,796 | $6,448,250,045 | |
| 3 | C |
Citigroup Inc
|
21,798,952 | $2,472,219,136 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,892,932 | $1,766,748,513 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
5,057,631 | $1,487,752,730 | |
| 6 | RY |
Royal Bank Of Canada
|
6,851,937 | $1,108,506,364 | |
| 7 | UBS |
UBS Group AG
|
27,434,247 | $1,071,856,022 | |
| 8 | BNS |
Bank Of Nova Scotia
|
10,841,415 | $751,418,467 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,919,559 | 7,640,334 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $660,364,227 | 7,010,236 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $612,241,264 | 7,657,802 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $894,216,947 | 12,174,499 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $599,064,453 | 9,994,402 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $384,042,370 | 7,213,418 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $441,389,119 | 6,977,381 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $582,453,654 | 10,597,774 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $593,715,024 | 9,832,975 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $789,525,732 | 12,217,978 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $859,906,035 | 14,269,931 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,078,884,202 | 17,398,552 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $952,720,516 | 15,905,184 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $731,810,725 | 11,300,351 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $661,378,357 | 10,783,929 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $689,561,430 | 10,514,813 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $885,926,441 | 11,154,954 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $828,824,912 | 10,808,880 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $719,355,379 | 10,874,609 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $760,457,820 | 10,855,929 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $701,210,623 | 10,753,115 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $557,892,070 | 9,888,197 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $453,180,250 | 9,800,611 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $420,254,790 | 9,420,641 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $367,630,237 | 8,672,570 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||