Position in TD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,529,895
+$354,283 QoQ
Shares Held
12,599
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#332
of 895 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $164,873,904 across 13 Banks - Diversified names. TD ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
423,411 | $138,595,122 | |
| 2 | BAC |
Bank Of America Corp /De/
|
293,744 | $16,737,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
74,086 | $6,122,466 | |
| 4 | TD |
Toronto Dominion Bank
This page
|
12,599 | $1,529,895 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,960 | $1,151,094 | |
| 6 | C |
Citigroup Inc
|
2,401 | $336,043 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,588 | $151,002 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
762 | $134,645 |
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,529,895 | 12,599 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,175,612 | 12,599 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,186,825 | 12,599 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,018,962 | 12,745 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $870,602 | 11,853 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $720,958 | 12,028 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $735,563 | 13,816 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $903,226 | 14,278 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $787,192 | 14,323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $876,898 | 14,523 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,028,815 | 15,921 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,026,890 | 17,041 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,233,130 | 19,886 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,255,563 | 20,961 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,368,378 | 21,130 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,228,623 | 20,033 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,329,437 | 20,272 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,610,002 | 20,272 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,560,591 | 20,352 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,224,436 | 18,510 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,296,625 | 18,510 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,191,777 | 18,276 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $1,035,363 | 18,351 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $867,046 | 18,751 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $912,675 | 20,459 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $994,087 | 23,451 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||