Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,521
+$1,935 QoQ
Shares Held
29
+70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#876
of 897 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $793,431 across 17 Banks - Diversified names. TD ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
3,907 | $322,874 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
660 | $216,037 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,104 | $119,885 | |
| 4 | C |
Citigroup Inc
|
504 | $70,539 | |
| 5 | RY |
Royal Bank Of Canada
|
91 | $18,834 | |
| 6 | ING |
Ing Groep NV
|
594 | $18,639 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
40 | $3,803 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
29 | $3,521 |
All Filings in TD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,521 | 29 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,586 | 17 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||