BURNEY CO/

Position in TD — Toronto Dominion Bank

CIK 940445 RESTON, VA

Position in TD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$979,940

+$226,929 QoQ

Shares Held

8,070

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#382

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $58,941,563 across 7 Banks - Diversified names. TD ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	161,718	$22,634,051
2	JPM	Jpmorgan Chase & Co	52,628	$17,226,722
3	BNY	Bank of New York Mellon Corp	82,542	$11,936,398
4	WFC	Wells Fargo & Company/Mn	54,481	$4,502,309
5	TD	Toronto Dominion Bank This page	8,070	$979,940
6	RY	Royal Bank Of Canada	4,339	$898,042
7	BAC	Bank Of America Corp /De/	13,410	$764,101

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$979,940	8,070	0.0%	Shares	Sole	2026-07-15
2026-03-31	$753,011	8,070	-6.8%	Shares	Sole	2026-04-29
2025-12-31	$815,489	8,657	-3.0%	Shares	Sole	2026-01-23
2025-09-30	$713,873	8,929	-7.3%	Shares	Sole	2025-10-16
2025-06-30	$707,396	9,631	-0.4%	Shares	Sole	2025-08-05
2025-03-31	$579,439	9,667	-0.6%	Shares	Sole	2025-05-06
2024-12-31	$517,652	9,723	-0.5%	Shares	Sole	2025-01-14
2024-09-30	$618,050	9,770	0.0%	Shares	Sole	2024-10-18
2024-06-30	$536,959	9,770	-0.8%	Shares	Sole	2024-07-29
2024-03-31	$594,622	9,848	0.0%	Shares	Sole	2024-05-22
2023-12-31	$636,377	9,848	-2.1%	Shares	Sole	2024-02-12
2023-09-30	$606,095	10,058	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$620,720	10,010	-2.8%	Shares	Sole	2023-08-09
2023-03-31	$616,970	10,300	-0.1%	Shares	Sole	2023-05-10
2022-12-31	$667,740	10,311	0.0%	Shares	Sole	2023-02-06
2022-09-30	$632,373	10,311	+5.6%	Shares	Sole	2022-11-15
2022-06-30	$640,126	9,761	-2.3%	Shares	Sole	2022-08-12
2022-03-31	$793,167	9,987	-0.6%	Shares	Sole	2022-05-09
2021-12-31	$770,097	10,043	0.0%	Shares	Sole	2022-02-11
2021-09-30	$664,344	10,043	-6.6%	Shares	Sole	2021-11-12
2021-06-30	$752,897	10,748	-0.5%	Shares	Sole	2021-08-06
2021-03-31	$704,072	10,797	+9.9%	Shares	Sole	2021-05-13
2020-12-31	$554,326	9,825	-24.5%	Shares	Sole	2021-02-11
2020-09-30	$602,044	13,020	+14.7%	Shares	Sole	2020-12-14
2020-06-30	$506,323	11,350	+0.4%	Shares	Sole	2020-08-13
2020-03-31	$479,261	11,306	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.