Balanced Rock Investment Advisors LLC
Position in TD — Toronto Dominion Bank
CIK 2011851
ROSLINDALE, MA
Position in TD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,429,959
+$144,521 QoQ
Shares Held
11,776
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.53%
of 13F equity value
Holder Rank
#338
of 897 holders
Holding Since
Dec 2023
11 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, 2026Balanced Rock Investment Advisors LLC holds $2,599,250 across 3 Banks - Diversified names. TD ranks #1 (55.0% of the industry book) .
All Filings in TD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429,959 | 11,776 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,285,438 | 13,776 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,367,407 | 14,516 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,200,049 | 15,010 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,109,829 | 15,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $898,081 | 14,983 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $789,016 | 14,820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $939,917 | 14,858 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $822,146 | 14,959 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $890,967 | 14,756 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $951,787 | 14,729 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||