Position in TD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$940,839
+$221,139 QoQ
Shares Held
7,748
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#390
of 897 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $19,572,968 across 5 Banks - Diversified names. TD ranks #4 (4.8% of the industry book) .
All Filings in TD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,839 | 7,748 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $719,700 | 7,713 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $737,209 | 7,826 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $622,810 | 7,790 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,445,664 | 33,297 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $2,035,082 | 33,952 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,811,650 | 34,028 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,191,136 | 34,637 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,703,638 | 30,999 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $1,881,923 | 31,168 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,787,066 | 27,655 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $1,668,293 | 27,686 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $1,643,900 | 27,445 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $1,729,412 | 26,706 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||