Position in TD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$123,324,374
+$119,525,006 QoQ
Shares Held
1,321,663
+3176.9% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99.39439932872449.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6056006712755067.ToString("F0")%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $2,047,067,353 across 19 Banks - Diversified names. TD ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,966,359 | $578,424,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,537,754 | $318,715,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,211,555 | $255,671,893 | |
| 4 | BCS |
Barclays PLC
|
8,890,185 | $188,116,314 | |
| 5 | C |
Citigroup Inc
|
1,416,827 | $160,682,349 | |
| 6 | UBS |
UBS Group AG
|
3,518,000 | $137,448,259 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
1,321,663 | $123,324,374 | |
| 8 | ING |
Ing Groep NV
|
4,050,874 | $105,525,267 |
All Filings in TD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||