Corient IA LLC

Position in TD — Toronto Dominion Bank

CIK 2058426 MIAMI, FL

Position in TD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$77,715

-$89,309 QoQ

Shares Held

640

-64.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#761

of 897 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Corient IA LLC holds $497,455 across 4 Banks - Diversified names. TD ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSBC	Hsbc Holdings PLC	1,980	$188,278
2	RY	Royal Bank Of Canada	700	$144,879
3	BMO	Bank Of Montreal /Can/	490	$86,583
4	TD	Toronto Dominion Bank This page	640	$77,715

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,715	640	-64.2%	Shares	Sole	2026-08-12
2026-03-31	$167,024	1,790	-40.3%	Shares	Sole	2026-05-14
2025-09-30	$239,850	3,000	0.0%	Shares	Sole	2025-11-12
2025-06-30	$220,350	3,000	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.