Position in TD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$599,985
New position
Shares Held
4,941
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#460
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Larry Mathis Financial Planning, LLC holds $6,872,649 across 8 Banks - Diversified names. TD ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,403 | $1,441,233 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,663 | $1,291,337 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,091 | $916,560 | |
| 4 | C |
Citigroup Inc
|
6,390 | $894,344 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
8,506 | $808,835 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
4,941 | $599,985 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,458 | $487,617 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,449 | $432,738 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,985 | 4,941 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||