Legacy Capital Group California, Inc.
Position in TD — Toronto Dominion Bank
CIK 1977092
LOS GATOS, CA
Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$441,762
+$108,926 QoQ
Shares Held
3,638
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#523
of 897 holders
Holding Since
Mar 2023
7 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, 2026Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. TD ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
15,985 | $2,237,260 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
6,630 | $2,170,197 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
13,511 | $1,953,825 | |
| 4 | UBS |
UBS Group AG
|
31,602 | $1,566,195 | |
| 5 | BCS |
Barclays PLC
|
42,007 | $1,128,308 | |
| 6 | BAC |
Bank Of America Corp /De/
|
17,863 | $1,017,833 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,668 | $443,880 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
3,638 | $441,762 |
All Filings in TD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,762 | 3,638 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $332,836 | 3,567 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $243,945 | 4,582 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $290,236 | 4,588 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $252,541 | 4,595 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $258,003 | 4,273 | Shares | Sole | 2024-05-07 | |
| 2023-03-31 | $967,265 | 16,148 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||