Position in TD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$9,144,191
+$3,162,587 QoQ
Shares Held
97,998
+54.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Derivatives in TD
reported options exposure · as of Sep 30, 2025CallValue
$9,857,835
CallShares
123,300
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, 2026HSBC HOLDINGS PLC holds $4,167,533,553 across 11 Banks - Diversified names. TD ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,675,235 | $1,963,587,119 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,164,144 | $739,252,015 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,692,992 | $612,439,086 | |
| 4 | C |
Citigroup Inc
|
5,307,292 | $601,899,980 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,837,361 | $217,966,132 | |
| 6 | RY |
Royal Bank Of Canada
|
119,704 | $19,365,711 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
97,998 | $9,144,191 | |
| 8 | UBS |
UBS Group AG
|
62,889 | $2,457,072 |
All Filings in TD
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,144,191 | 97,998 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $5,981,604 | 63,499 | Shares | Other | 2026-03-20 | |
| 2025-09-30 | $9,857,835 | 123,300 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $93,078,747 | 1,164,212 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $85,264,795 | 1,160,855 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $9,056,385 | 123,300 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $7,390,602 | 123,300 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $67,943,845 | 1,133,531 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,374,800 | 270,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $146,129,047 | 2,744,723 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,080,200 | 270,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $196,325,253 | 3,103,466 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,839,200 | 270,000 | Call | Defined | 2024-08-12 | |
| 2024-06-30 | $11,968,634 | 217,770 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $113,757,001 | 1,884,018 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $16,302,600 | 270,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $19,444,158 | 300,900 | Call | Sole | 2024-02-12 | |
| 2023-12-31 | $111,410,950 | 1,724,094 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,343,144 | 304,400 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $103,483,891 | 1,717,290 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $109,890,954 | 1,772,149 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $6,628,869 | 106,900 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $104,901,907 | 1,751,284 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $6,882,510 | 114,900 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $118,779,616 | 1,834,151 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $11,915,840 | 184,000 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $83,390,457 | 1,359,701 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $11,284,720 | 184,000 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $73,835,666 | 1,125,887 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $6,558,000 | 100,000 | Call | Defined | 2022-08-11 | |
| 2022-03-31 | $76,913,103 | 968,435 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $7,942,000 | 100,000 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $8,434,800 | 110,000 | Call | Defined | 2022-02-11 | |
| 2021-12-31 | $111,951,569 | 1,459,984 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $98,146,752 | 1,483,700 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $6,615,000 | 100,000 | Call | Defined | 2021-11-12 | |
| 2021-06-30 | $124,418,464 | 1,776,138 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $7,005,000 | 100,000 | Call | Defined | 2021-08-13 | |
| 2021-03-31 | $98,697,223 | 1,513,529 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $3,912,600 | 60,000 | Call | Defined | 2021-05-14 | |
| 2020-12-31 | $3,385,200 | 60,000 | Call | Defined | 2021-02-25 | |
| 2020-12-31 | $28,499,600 | 505,133 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $27,329,223 | 591,030 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $24,816,540 | 556,300 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $4,461,000 | 100,000 | Call | Defined | 2020-08-14 | |
| 2020-03-31 | $23,542,470 | 555,378 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $4,239,000 | 100,000 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||