Pinnacle Wealth Planning Services’s Toronto Dominion Bank TD Stock Holding History

Pinnacle Wealth Planning Services’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	$133K	Sell	1,426 -55	-4%	-$5.23K	0.01%	645
2025 Q4	$140K	Buy	+1,481	New	+$125K	0.01%	625
2022 Q4	–	Sell	-5,027	Closed	-$308K	–	488
2022 Q3	$308K	Buy	+5,027	New	+$325K	0.06%	231
2022 Q2	–	Sell	-3,542	Closed	-$281K	–	474
2022 Q1	$281K	Buy	3,542 +335	+10%	+$27K	0.05%	281
2021 Q4	$246K	Buy	+3,207	New	+$234K	0.05%	305
2021 Q1	–	Sell	-1,607	Closed	-$91K	–	1758
2020 Q4	$91K	Buy	+1,607	New	+$81.4K	0.02%	510

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 $33.7B AUM 35.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's TD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Toronto Dominion Bank (TD) stake by 3.7% in Q1 2026, selling an estimated $5.23K and leaving 1,426 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #645.

Pinnacle Wealth Planning Services first reported a position in TD in Q4 2020 and has held it in 6 quarters since. The position peaked at $308K in Q3 2022. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

Pinnacle Wealth Planning Services held 1,426 shares of Toronto Dominion Bank worth $133K as of Q1 2026.
Pinnacle Wealth Planning Services sold 55 Toronto Dominion Bank shares in Q1 2026, an estimated $5.23K.
Toronto Dominion Bank made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #645 holding.
Pinnacle Wealth Planning Services first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Toronto Dominion Bank position peaked at $308K in Q3 2022.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.