DAVIS R M INC

Position in TD — Toronto Dominion Bank

CIK 891287 PORTLAND, ME

Position in TD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$722,387

+$167,286 QoQ

Shares Held

5,949

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#429

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

DAVIS R M INC holds $174,117,359 across 6 Banks - Diversified names. TD ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	378,479	$123,887,531
2	BAC	Bank Of America Corp /De/	839,151	$47,814,823
3	WFC	Wells Fargo & Company/Mn	9,789	$808,962
4	TD	Toronto Dominion Bank This page	5,949	$722,387
5	BNY	Bank of New York Mellon Corp	3,330	$481,551
6	C	Citigroup Inc	2,873	$402,105

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,387	5,949	0.0%	Shares	Sole	2026-08-14
2026-03-31	$555,101	5,949	0.0%	Shares	Sole	2026-05-13
2025-12-31	$560,395	5,949	+4.1%	Shares	Sole	2026-02-12
2025-09-30	$457,074	5,717	-14.1%	Shares	Sole	2025-11-12
2025-06-30	$488,956	6,657	+8.6%	Shares	Sole	2025-08-07
2025-03-31	$367,552	6,132	-22.7%	Shares	Sole	2025-05-08
2024-12-31	$422,299	7,932	-13.1%	Shares	Sole	2025-02-07
2024-09-30	$577,690	9,132	-17.1%	Shares	Sole	2024-11-13
2024-06-30	$605,769	11,022	-2.4%	Shares	Sole	2024-08-09
2024-03-31	$681,569	11,288	+13.5%	Shares	Sole	2024-05-10
2023-12-31	$642,710	9,946	0.0%	Shares	Sole	2024-02-09
2023-09-30	$599,345	9,946	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$623,138	10,049	0.0%	Shares	Sole	2023-08-10
2023-03-31	$601,935	10,049	-2.0%	Shares	Sole	2023-05-01
2022-12-31	$663,725	10,249	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$629,920	10,271	0.0%	Shares	Sole	2022-11-08
2022-06-30	$673,572	10,271	+0.4%	Shares	Sole	2022-08-08
2022-03-31	$812,546	10,231	-2.8%	Shares	Sole	2022-05-05
2021-12-31	$807,133	10,526	-0.1%	Shares	Sole	2022-02-08
2021-09-30	$696,890	10,535	-1.7%	Shares	Sole	2021-11-08
2021-06-30	$750,725	10,717	+0.5%	Shares	Sole	2021-08-12
2021-03-31	$695,595	10,667	-5.3%	Shares	Sole	2021-05-10
2020-12-31	$635,684	11,267	+2.5%	Shares	Sole	2021-01-27
2020-09-30	$508,501	10,997	-4.3%	Shares	Sole	2020-12-01
2020-06-30	$512,791	11,495	-4.2%	Shares	Sole	2020-07-20
2020-03-31	$508,468	11,995	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.