Position in TD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,026,690
+$235,888 QoQ
Shares Held
8,455
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#377
of 897 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026United Community Bank holds $6,553,458 across 6 Banks - Diversified names. TD ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,015 | $3,278,209 | |
| 2 | C |
Citigroup Inc
|
9,146 | $1,280,074 | |
| 3 | TD |
Toronto Dominion Bank
This page
|
8,455 | $1,026,690 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,183 | $751,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,998 | $165,114 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
361 | $52,204 |
All Filings in TD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,690 | 8,455 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $790,802 | 8,475 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $763,962 | 8,110 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $646,795 | 8,090 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $231,367 | 3,150 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $186,773 | 3,116 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $156,738 | 2,944 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $192,563 | 3,044 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $168,397 | 3,064 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $183,072 | 3,032 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $194,376 | 3,008 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $178,490 | 2,962 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||