Position in TD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,483,243
+$570,388 QoQ
Shares Held
20,450
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#288
of 897 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HIGHLAND CAPITAL MANAGEMENT, LLC holds $110,321,116 across 11 Banks - Diversified names. TD ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
150,626 | $49,304,408 | |
| 2 | C |
Citigroup Inc
|
207,294 | $29,012,868 | |
| 3 | BAC |
Bank Of America Corp /De/
|
261,950 | $14,925,911 | |
| 4 | UBS |
UBS Group AG
|
83,806 | $4,153,425 | |
| 5 | ING |
Ing Groep NV
|
88,245 | $2,769,128 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
20,450 | $2,483,243 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
16,618 | $2,403,128 | |
| 8 | BNS |
Bank Of Nova Scotia
|
24,500 | $2,127,580 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,483,243 | 20,450 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,912,855 | 20,500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,935,810 | 20,550 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,834,852 | 22,950 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,619,572 | 22,050 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,360,638 | 22,700 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,299,056 | 24,400 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,600,478 | 25,300 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,395,984 | 25,400 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,651,393 | 27,350 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,767,357 | 27,350 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,663,176 | 27,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,695,973 | 27,350 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $1,774,424 | 27,400 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,668,176 | 27,200 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,967,924 | 30,008 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,383,235 | 30,008 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,301,013 | 30,008 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,932,109 | 29,208 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,010,995 | 28,708 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,881,830 | 28,858 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,653,557 | 29,308 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,306,649 | 28,258 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,266,924 | 28,400 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,227,190 | 28,950 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||