PRECEDENT WEALTH PARTNERS, LLC

Position in TD — Toronto Dominion Bank

CIK 2008666 HOUSTON, TX

Position in TD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$234,602

New position

Shares Held

1,932

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#680

of 897 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRECEDENT WEALTH PARTNERS, LLC holds $8,858,183 across 4 Banks - Diversified names. TD ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,921	$4,884,090
2	BAC	Bank Of America Corp /De/	52,315	$2,980,908
3	C	Citigroup Inc	5,420	$758,583
4	TD	Toronto Dominion Bank This page	1,932	$234,602

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,602	1,932	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.