Position in TD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$755,780
New position
Shares Held
6,224
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#421
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $51,997,761 across 7 Banks - Diversified names. TD ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,211 | $26,582,796 | |
| 2 | BAC |
Bank Of America Corp /De/
|
246,907 | $14,068,760 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
80,753 | $6,673,427 | |
| 4 | C |
Citigroup Inc
|
14,008 | $1,960,559 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
11,690 | $1,690,490 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
6,224 | $755,780 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,371 | $265,949 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,780 | 6,224 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||