Wealth Management Associates, Inc.
Position in TD — Toronto Dominion Bank
CIK 2067339
Cherry Hill, NJ
Position in TD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$641,028
+$149,845 QoQ
Shares Held
5,279
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#446
of 897 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026Wealth Management Associates, Inc. holds $7,067,650 across 6 Banks - Diversified names. TD ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,631 | $2,825,185 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,744 | $1,922,733 | |
| 3 | C |
Citigroup Inc
|
6,716 | $939,971 | |
| 4 | TD |
Toronto Dominion Bank
This page
|
5,279 | $641,028 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,578 | $372,804 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,428 | $365,929 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,028 | 5,279 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $491,183 | 5,264 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $494,173 | 5,246 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $417,978 | 5,228 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $401,110 | 5,461 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $325,893 | 5,437 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $315,180 | 5,920 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $372,474 | 5,888 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $368,012 | 6,696 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $404,304 | 6,696 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $419,513 | 6,492 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $389,520 | 6,464 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $431,775 | 6,963 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $430,441 | 7,186 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $463,746 | 7,161 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $438,386 | 7,148 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $467,126 | 7,123 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $575,953 | 7,252 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $554,549 | 7,232 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $505,831 | 7,221 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $497,161 | 7,624 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $316,064 | 5,602 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $298,617 | 6,458 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $285,102 | 6,391 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $269,600 | 6,360 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||