BIRCH FINANCIAL GROUP, LLC

Position in TD — Toronto Dominion Bank

CIK 2083592 KEENE, NH

Position in TD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$343,768

+$79,608 QoQ

Shares Held

2,831

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#591

of 897 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIRCH FINANCIAL GROUP, LLC holds $5,277,801 across 4 Banks - Diversified names. TD ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	56,008	$3,191,335
2	JPM	Jpmorgan Chase & Co	2,664	$872,007
3	C	Citigroup Inc	6,221	$870,691
4	TD	Toronto Dominion Bank This page	2,831	$343,768

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,768	2,831	0.0%	Shares	Sole	2026-07-15
2026-03-31	$264,160	2,831	0.0%	Shares	Sole	2026-04-17
2025-12-31	$266,680	2,831	0.0%	Shares	Sole	2026-01-15
2025-09-30	$226,338	2,831	-30.1%	Shares	Sole	2025-10-31
2025-06-30	$297,619	4,052	-0.2%	Shares	Sole	2025-10-31
2025-03-31	$243,296	4,059	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.