Pinnacle Associates’s Toronto Dominion Bank TD Stock Holding History

Pinnacle Associates’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.7M	Buy	28,922 +700	+2%	+$66.6K	0.03%	352
2025 Q4	$2.66M	Buy	28,222 +4,560	+19%	+$385K	0.03%	351
2025 Q3	$1.89M	Hold	23,662	–	–	0.03%	398
2025 Q2	$1.74M	Sell	23,662 -452	-2%	-$29.5K	0.03%	399
2025 Q1	$1.45M	Sell	24,114 -45	-0.2%	-$2.62K	0.02%	425
2024 Q4	$1.29M	Sell	24,159 -2,281	-9%	-$128K	0.02%	439
2024 Q3	$1.71M	Buy	26,440 +2,042	+8%	+$121K	0.03%	379
2024 Q2	$1.34M	Sell	24,398 -1,346	-5%	-$76.2K	0.02%	420
2024 Q1	$1.55M	Sell	25,744 -696	-3%	-$42K	0.02%	412
2023 Q4	$1.71M	Buy	26,440 +100	+0.4%	+$6K	0.03%	384
2023 Q3	$1.59M	Sell	26,340 -44	-0.2%	-$2.74K	0.03%	385
2023 Q2	$1.64M	Sell	26,384 -405	-2%	-$24.4K	0.03%	388
2023 Q1	$1.6M	Sell	26,789 -1,426	-5%	-$92.1K	0.03%	335
2022 Q4	$1.83M	Buy	28,215 +5,595	+25%	+$361K	0.04%	317
2022 Q3	$1.39M	Buy	22,620 +11,195	+98%	+$725K	0.03%	339
2022 Q2	$749K	Hold	11,425	–	–	0.02%	463
2022 Q1	$907K	Hold	11,425	–	–	0.02%	461
2021 Q4	$876K	Hold	11,425	–	–	0.02%	475
2021 Q3	$756K	Hold	11,425	–	–	0.01%	488
2021 Q2	$800K	Hold	11,425	–	–	0.01%	471
2021 Q1	$745K	Sell	11,425 -295	-3%	-$18K	0.01%	462
2020 Q4	$661K	Buy	11,720 +168	+1%	+$8.51K	0.01%	469
2020 Q3	$534K	Hold	11,552	–	–	0.01%	481
2020 Q2	$515K	Sell	11,552 -100	-0.9%	-$4.26K	0.01%	483
2020 Q1	$494K	Sell	11,652 -225	-2%	-$11.5K	0.02%	471
2019 Q4	$667K	Buy	11,877 +25	+0.2%	+$1.42K	0.01%	489
2019 Q3	$690K	Sell	11,852 -495	-4%	-$28.1K	0.02%	476
2019 Q2	$721K	Sell	12,347 -2,950	-19%	-$166K	0.02%	473
2019 Q1	$831K	Hold	15,297	–	–	0.02%	447
2018 Q4	$761K	Sell	15,297 -100	-0.6%	-$5.47K	0.02%	440
2018 Q3	$936K	Sell	15,397 -248	-2%	-$14.8K	0.02%	426
2018 Q2	$905K	Buy	15,645 +9,600	+159%	+$549K	0.02%	421
2018 Q1	$344K	Hold	6,045	–	–	0.01%	557
2017 Q4	$354K	Sell	6,045 -1,000	-14%	-$57.1K	0.01%	547
2017 Q3	$396K	Hold	7,045	–	–	0.01%	532
2017 Q2	$355K	Hold	7,045	–	–	0.01%	547
2017 Q1	$353K	Buy	7,045 +215	+3%	+$11K	0.01%	536
2016 Q4	$337K	Hold	6,830	–	–	0.01%	538
2016 Q3	$303K	Sell	6,830 -540	-7%	-$23.7K	0.01%	540
2016 Q2	$316K	Buy	7,370 +720	+11%	+$31.3K	0.01%	534
2016 Q1	$287K	Hold	6,650	–	–	0.01%	529
2015 Q4	$260K	Hold	6,650	–	–	0.01%	552
2015 Q3	$262K	Sell	6,650 -150	-2%	-$5.97K	0.01%	550
2015 Q2	$289K	Hold	6,800	–	–	0.01%	550
2015 Q1	$291K	Sell	6,800 -150	-2%	-$6.45K	0.01%	556
2014 Q4	$332K	Sell	6,950 -10	-0.1%	-$482	0.01%	517
2014 Q3	$344K	Hold	6,960	–	–	0.01%	505
2014 Q2	$358K	Sell	6,960 -350	-5%	-$17K	0.01%	500
2014 Q1	$343K	Sell	7,310 -890	-11%	-$40.1K	0.01%	489
2013 Q4	$386K	Buy	8,200 +1,400	+21%	+$63.7K	0.01%	480
2013 Q3	$306K	Hold	6,800	–	–	0.01%	504
2013 Q2	$273K	Buy	+6,800	New	+$274K	0.01%	489

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Pinnacle Associates's TD Position: Q1 2026 in Review

Pinnacle Associates increased its Toronto Dominion Bank (TD) stake by 2.5% in Q1 2026, buying an estimated $66.6K and bringing the position to 28,922 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #352.

Pinnacle Associates first reported a position in TD in Q2 2013 and has held it in 52 quarters since. 837 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Pinnacle Associates held 28,922 shares of Toronto Dominion Bank worth $2.7M as of Q1 2026.
Pinnacle Associates bought 700 Toronto Dominion Bank shares in Q1 2026, an estimated $66.6K.
Toronto Dominion Bank made up 0.03% of Pinnacle Associates's portfolio in Q1 2026, its #352 holding.
Pinnacle Associates first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 52 quarters since.
837 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.