Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$766,466
+$177,494 QoQ
Shares Held
6,312
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#420
of 897 holders
Holding Since
Mar 2024
10 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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $4,743,148 across 5 Banks - Diversified names. TD ranks #3 (16.2% of the industry book) .
All Filings in TD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,466 | 6,312 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $588,972 | 6,312 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $594,590 | 6,312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $504,644 | 6,312 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $463,616 | 6,312 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $378,341 | 6,312 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $336,050 | 6,312 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $399,297 | 6,312 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $360,152 | 6,553 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $395,670 | 6,553 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||