Position in TD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$463,521,621
+$29,341,295 QoQ
Shares Held
4,967,545
+7.8% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54.573416043538614.ToString("F0")%
Shared 0.ToString("F0")%
None 45.42658395646139.ToString("F0")%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Derivatives in TD
reported options exposure · as of Sep 30, 2025CallValue
$45,971,250
CallShares
575,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $32,058,590,570 across 19 Banks - Diversified names. TD ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
65,660,460 | $19,314,680,910 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,973,069 | $4,137,576,020 | |
| 3 | C |
Citigroup Inc
|
26,869,012 | $3,047,214,648 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,663,969 | $1,976,846,638 | |
| 5 | BAC |
Bank Of America Corp /De/
|
10,006,198 | $487,802,150 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
4,967,545 | $463,521,621 | |
| 7 | UBS |
UBS Group AG
|
9,654,984 | $377,220,221 | |
| 8 | BNS |
Bank Of Nova Scotia
|
5,024,708 | $348,262,509 |
All Filings in TD
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,521,621 | 4,967,545 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $434,180,326 | 4,609,133 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $473,534,891 | 5,922,888 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $45,971,250 | 575,000 | Call | Defined | 2026-02-03 | |
| 2025-06-30 | $42,233,750 | 575,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $475,808,877 | 6,477,997 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $34,465,500 | 575,000 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $321,464,629 | 5,363,107 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $61,226,000 | 1,150,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $11,979,000 | 225,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $310,890,238 | 5,839,411 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $56,934,000 | 900,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $865,342,961 | 13,679,149 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $14,233,500 | 225,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $49,464,000 | 900,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $12,366,000 | 225,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $675,314,456 | 12,287,381 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $825,773,419 | 13,676,274 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $13,585,500 | 225,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $51,323,000 | 850,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $14,539,500 | 225,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $126,525,960 | 1,958,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $739,671,082 | 11,446,473 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,545,500 | 175,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,514,780,563 | 25,137,414 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $101,700,802 | 1,687,700 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $106,570,386 | 1,718,600 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $2,407,010,912 | 38,816,496 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $12,767,859 | 205,900 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $2,276,986,722 | 38,013,134 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $13,046,220 | 217,800 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $105,292,220 | 1,757,800 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $196,870,400 | 3,040,000 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $1,759,027,241 | 27,162,249 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $174,790,500 | 2,850,000 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $1,665,377,201 | 27,154,365 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $91,812,000 | 1,400,000 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $2,183,964,502 | 33,302,295 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $87,362,000 | 1,100,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,033,949,676 | 13,018,757 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $53,676,000 | 700,000 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $184,032,000 | 2,400,000 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $698,499,203 | 9,109,275 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $436,070,255 | 6,592,143 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $112,455,000 | 1,700,000 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $119,085,000 | 1,700,000 | Call | Defined | 2021-09-13 | |
| 2021-06-30 | $197,685,158 | 2,822,058 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $319,112,044 | 4,893,606 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $110,857,000 | 1,700,000 | Call | Defined | 2021-05-14 | |
| 2020-12-31 | $5,642,000 | 100,000 | Put | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||