Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,461
+$153,757 QoQ
Shares Held
3,092
+30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#567
of 897 holders
Holding Since
Mar 2026
2 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, 2026Stonebrook Private Inc. holds $9,145,786 across 9 Banks - Diversified names. TD ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,046 | $5,252,337 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,547 | $1,170,768 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,479 | $865,984 | |
| 4 | C |
Citigroup Inc
|
3,408 | $476,983 | |
| 5 | TD |
Toronto Dominion Bank
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|
3,092 | $375,461 | |
| 6 | SAN |
Banco Santander, S.A.
|
20,625 | $284,625 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,006 | $258,689 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,599 | $247,138 |
All Filings in TD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,461 | 3,092 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $221,704 | 2,376 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||