Pinnacle Wealth Management Advisory Group, LLC
Position in TD — Toronto Dominion Bank
CIK 1631864
RED BANK, NJ
Position in TD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$279,289
+$64,676 QoQ
Shares Held
2,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#641
of 897 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $23,418,130 across 8 Banks - Diversified names. TD ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
42,093 | $13,778,301 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,026 | $4,161,021 | |
| 3 | C |
Citigroup Inc
|
20,826 | $2,914,806 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,580 | $1,039,611 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,651 | $817,191 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,300 | $279,289 | |
| 7 | BCS |
Barclays PLC
|
8,374 | $224,925 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,100 | $202,986 |
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,289 | 2,300 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $214,613 | 2,300 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $216,660 | 2,300 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||