Position in TD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$886,317
+$205,248 QoQ
Shares Held
7,299
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#400
of 897 holders
Holding Since
Sep 2024
8 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, 2026Carnegie Lake Advisors LLC holds $14,244,336 across 6 Banks - Diversified names. TD ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,064 | $6,894,879 | |
| 2 | BAC |
Bank Of America Corp /De/
|
40,672 | $2,317,490 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
12,888 | $1,863,733 | |
| 4 | C |
Citigroup Inc
|
8,663 | $1,212,473 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,941 | $1,069,444 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
7,299 | $886,317 |
All Filings in TD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,317 | 7,299 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $681,069 | 7,299 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $687,565 | 7,299 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $583,555 | 7,299 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $536,111 | 7,299 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $544,315 | 9,081 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $483,472 | 9,081 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $574,464 | 9,081 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||