Position in TD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,857
New position
Shares Held
40
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#869
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, 2026WEST PACES ADVISORS INC. holds $5,444,084 across 9 Banks - Diversified names. TD ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,218 | $3,671,987 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,099 | $1,259,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,765 | $228,499 | |
| 4 | C |
Citigroup Inc
|
994 | $139,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
733 | $105,999 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,096 | $27,465 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
40 | $4,857 | |
| 8 | UBS |
UBS Group AG
|
85 | $4,212 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,857 | 40 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||