Position in TD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,143,239
+$564,154 QoQ
Shares Held
17,650
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#301
of 897 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $39,050,388 across 14 Banks - Diversified names. TD ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,576 | $18,846,352 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,870 | $4,323,072 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,494 | $2,520,024 | |
| 4 | RY |
Royal Bank Of Canada
|
12,118 | $2,508,062 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
17,650 | $2,143,239 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
14,776 | $2,136,757 | |
| 7 | C |
Citigroup Inc
|
12,659 | $1,771,753 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
16,391 | $1,558,620 |
All Filings in TD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,239 | 17,650 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,579,085 | 16,923 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,318,140 | 13,993 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,114,023 | 13,934 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $870,235 | 11,848 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $326,433 | 5,446 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $289,945 | 5,446 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $333,696 | 5,275 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $289,914 | 5,275 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||