Position in TD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,366,937
+$350,325 QoQ
Shares Held
11,257
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 895 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $211,617,777 across 17 Banks - Diversified names. TD ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
389,201 | $127,397,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
713,545 | $40,657,793 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
120,971 | $17,493,616 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
147,245 | $12,168,326 | |
| 5 | ING |
Ing Groep NV
|
309,114 | $9,699,996 | |
| 6 | C |
Citigroup Inc
|
10,592 | $1,482,455 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
11,257 | $1,366,937 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,504 | $365,584 |
All Filings in TD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,937 | 11,257 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,016,612 | 10,895 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,122,864 | 11,920 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,019,921 | 12,757 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $937,000 | 12,757 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $828,670 | 13,825 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $889,161 | 16,701 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,176,066 | 18,591 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $1,061,827 | 19,320 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,294,969 | 21,447 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,419,959 | 21,974 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,604,361 | 26,624 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,723,257 | 27,790 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $1,736,980 | 28,998 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $3,238,323 | 50,005 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $3,142,426 | 51,238 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $3,395,863 | 51,782 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $4,210,292 | 53,013 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $4,367,846 | 56,962 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||