Position in TD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$56,452
-$539 QoQ
Shares Held
605
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Bank of Jackson Hole Trust holds $4,654,281 across 7 Banks - Diversified names. TD ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,988 | $3,232,230 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,770 | $963,787 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,361 | $280,085 | |
| 4 | C |
Citigroup Inc
|
544 | $61,695 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
605 | $56,452 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
705 | $56,125 | |
| 7 | UBS |
UBS Group AG
|
100 | $3,907 |
All Filings in TD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,452 | 605 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $56,991 | 605 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $48,369 | 605 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $44,437 | 605 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $36,263 | 605 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,210 | 605 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||