Massachusetts Wealth Management
Position in TD — Toronto Dominion Bank
CIK 1966011
NORTH ANDOVER, MA
Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$292,646
+$67,769 QoQ
Shares Held
2,410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#628
of 897 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Massachusetts Wealth Management holds $22,242,592 across 6 Banks - Diversified names. TD ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
51,265 | $7,175,049 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
20,405 | $6,679,168 | |
| 3 | BAC |
Bank Of America Corp /De/
|
75,790 | $4,318,514 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
33,065 | $2,732,491 | |
| 5 | UBS |
UBS Group AG
|
21,080 | $1,044,724 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,410 | $292,646 |
All Filings in TD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,646 | 2,410 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $224,877 | 2,410 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $227,022 | 2,410 | Shares | Sole | 2026-01-26 | |
| 2024-06-30 | $851,495 | 15,493 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $952,071 | 15,768 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,027,005 | 15,893 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $965,244 | 16,018 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $997,368 | 16,084 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $976,909 | 16,309 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,103,121 | 17,034 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||