Position in TD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$62,536
+$11,683 QoQ
Shares Held
515
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#776
of 897 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $29,417,786 across 12 Banks - Diversified names. TD ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
66,710 | $21,836,184 | |
| 2 | BAC |
Bank Of America Corp /De/
|
87,207 | $4,969,054 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,677 | $1,543,467 | |
| 4 | RY |
Royal Bank Of Canada
|
1,444 | $298,864 | |
| 5 | C |
Citigroup Inc
|
2,014 | $281,879 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,500 | $265,050 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,060 | $153,286 | |
| 8 | TD |
Toronto Dominion Bank
This page
|
515 | $62,536 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,536 | 515 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $50,853 | 545 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,752 | 560 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $44,851 | 561 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,205 | 561 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $33,626 | 561 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $26,620 | 500 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $31,630 | 500 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $27,480 | 500 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $37,435 | 620 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $64,620 | 1,000 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $60,260 | 1,000 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $62,754 | 1,012 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $53,430 | 892 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $57,765 | 892 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $53,970 | 880 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $57,710 | 880 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $69,889 | 880 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $29,138 | 380 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $25,137 | 380 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $32,152 | 459 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $29,931 | 459 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $25,896 | 459 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $21,224 | 459 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $27,524 | 617 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $26,154 | 617 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||