Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$378,133
+$72,357 QoQ
Shares Held
3,114
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#564
of 897 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $29,171,386 across 6 Banks - Diversified names. TD ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,922 | $20,923,588 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,647 | $6,589,566 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,029 | $580,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,886 | $417,344 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
3,114 | $378,133 | |
| 6 | C |
Citigroup Inc
|
2,014 | $281,879 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,133 | 3,114 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,776 | 3,277 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $321,410 | 3,412 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $277,186 | 3,467 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $261,555 | 3,561 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $212,607 | 3,547 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $277,015 | 4,379 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $241,769 | 4,399 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $330,157 | 5,468 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $402,259 | 6,225 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $384,880 | 6,387 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $394,321 | 6,359 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $397,556 | 6,637 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $421,522 | 6,509 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $450,898 | 7,352 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $479,652 | 7,314 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $574,206 | 7,230 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $512,912 | 6,689 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $440,492 | 6,659 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $468,634 | 6,690 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $472,837 | 7,251 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $387,210 | 6,863 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $255,892 | 5,534 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $255,392 | 5,725 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $246,073 | 5,805 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||