Prestige Wealth Management Group LLC
Position in TD — Toronto Dominion Bank
CIK 1772715
FLEMINGTON, NJ
Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,628
+$6,861 QoQ
Shares Held
244
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#815
of 897 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $9,847,395 across 7 Banks - Diversified names. TD ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,005 | $5,566,246 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,219 | $3,203,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,194 | $606,493 | |
| 4 | C |
Citigroup Inc
|
2,054 | $287,477 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,852 | $153,049 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
244 | $29,628 | |
| 7 | SAN |
Banco Santander, S.A.
|
83 | $1,145 |
All Filings in TD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,628 | 244 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,767 | 244 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,984 | 244 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,507 | 244 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $17,921 | 244 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $14,625 | 244 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $12,990 | 244 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $15,435 | 244 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $13,410 | 244 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $14,732 | 244 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $15,767 | 244 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $14,703 | 244 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $15,130 | 244 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $14,615 | 244 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $22,277 | 344 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $21,097 | 344 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $22,559 | 344 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,378 | 244 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $18,709 | 244 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $16,140 | 244 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,092 | 244 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,911 | 244 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,766 | 244 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $11,282 | 244 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $10,884 | 244 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||