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 Q3	$168K	Buy	1,427 +1	+0.1%	+$121	0.02%	578
2026 Q2	$173K	Hold	1,426	–	–	0.02%	585
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Pinnacle Wealth Planning Services's TD Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Toronto Dominion Bank (TD) stake by 0.07% in Q3 2026, buying an estimated $121 and bringing the position to 1,427 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #578.

Pinnacle Wealth Planning Services first reported a position in TD in Q4 2020 and has held it in 8 quarters since. The position peaked at $308K in Q3 2022. 475 funds tracked by Wall St. Rank hold TD as of Q3 2026.

Pinnacle Wealth Planning Services held 1,427 shares of Toronto Dominion Bank worth $168K as of Q3 2026.
Pinnacle Wealth Planning Services bought 1 Toronto Dominion Bank share in Q3 2026, an estimated $121.
Toronto Dominion Bank made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #578 holding.
Pinnacle Wealth Planning Services first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Toronto Dominion Bank position peaked at $308K in Q3 2022.
475 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.