Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,357
+$4,417 QoQ
Shares Held
250
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#812
of 897 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $8,481,347 across 10 Banks - Diversified names. TD ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,352 | $3,715,850 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
22,008 | $3,182,576 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,711 | $802,517 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,735 | $668,660 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
250 | $30,357 | |
| 6 | C |
Citigroup Inc
|
190 | $26,592 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
200 | $19,018 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146 | $16,790 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,357 | 250 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $25,940 | 278 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $26,187 | 278 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,226 | 278 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $21,080 | 287 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $39,560 | 660 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $98,600 | 1,852 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $417,262 | 6,596 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $472,600 | 8,599 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $674,987 | 11,179 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $817,959 | 12,658 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $991,397 | 16,452 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,204,109 | 19,418 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,092,754 | 18,243 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,079,873 | 16,675 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $616,611 | 10,054 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $686,097 | 10,462 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $828,827 | 10,436 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $800,232 | 10,436 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $655,149 | 9,904 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $207,207 | 2,958 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $192,891 | 2,958 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $30,071 | 533 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,312 | 50 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,895 | 177 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $7,503 | 177 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||