Williamson Legacy Group, LLC

Position in TD — Toronto Dominion Bank

CIK 2011965 CARMEL, IN

Position in TD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,916,286

+$1,147,225 QoQ

Shares Held

15,781

+91.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#312

of 897 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Williamson Legacy Group, LLC holds $7,331,322 across 4 Banks - Diversified names. TD ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	17,093	$2,392,336
2	TD	Toronto Dominion Bank This page	15,781	$1,916,286
3	BNY	Bank of New York Mellon Corp	12,717	$1,839,005
4	CM	Canadian Imperial Bank Of Commerce /Can/	10,293	$1,183,695

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,916,286	15,781	+91.5%	Shares	Sole	2026-08-13
2026-03-31	$769,061	8,242	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.