Position in TD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$127,501
+$24,861 QoQ
Shares Held
1,050
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#736
of 897 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $123,742,984 across 12 Banks - Diversified names. TD ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
291,617 | $95,454,991 | |
| 2 | C |
Citigroup Inc
|
81,041 | $11,342,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
147,065 | $8,379,761 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
85,748 | $7,086,213 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,702 | $1,113,785 | |
| 6 | TD |
Toronto Dominion Bank
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|
1,050 | $127,501 | |
| 7 | UBS |
UBS Group AG
|
2,564 | $127,071 | |
| 8 | SAN |
Banco Santander, S.A.
|
3,650 | $50,370 |
All Filings in TD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,501 | 1,050 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $102,640 | 1,100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $84,780 | 900 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $71,954 | 900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,017 | 150 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||