BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in TD — Toronto Dominion Bank
CIK 2010186
CINCINNATI, OH
Position in TD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$194,288
+$44,992 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#716
of 897 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $250,793,294 across 11 Banks - Diversified names. TD ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
739,408 | $242,030,420 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,587 | $2,882,447 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
16,294 | $2,356,275 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
20,540 | $1,697,425 | |
| 5 | C |
Citigroup Inc
|
4,999 | $699,660 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,804 | $667,460 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
1,600 | $194,288 | |
| 8 | ING |
Ing Groep NV
|
4,000 | $125,520 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,288 | 1,600 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $149,296 | 1,600 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $150,720 | 1,600 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $127,920 | 1,600 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $117,520 | 1,600 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $95,904 | 1,600 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $107,278 | 2,015 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $127,468 | 2,015 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $136,300 | 2,480 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $149,742 | 2,480 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $173,246 | 2,681 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $161,557 | 2,681 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $197,253 | 3,181 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $87,753 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $94,873 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $89,848 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $96,074 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $116,350 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $96,909 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $102,623 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $95,532 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $82,655 | 1,465 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $67,741 | 1,465 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $65,353 | 1,465 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $62,101 | 1,465 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||