Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$136,253,445
+$12,929,071 QoQ
Shares Held
1,122,074
-15.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#71
of 897 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. TD ranks #9 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in TD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,253,445 | 1,122,074 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $123,324,374 | 1,321,663 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,799,368 | 40,333 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,440,728 | 43,036 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,729,107 | 37,156 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,931,445 | 32,223 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,130,444 | 21,233 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $735,839 | 11,632 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $298,267 | 5,427 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $97,875 | 1,621 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $101,388 | 1,569 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,452 | 356 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,075 | 356 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,324 | 356 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,089 | 233 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,482 | 122 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,770 | 27 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $38,439 | 484 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||