Position in TD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$347,289
-$3,369 QoQ
Shares Held
2,860
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#589
of 897 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $8,021,911 across 6 Banks - Diversified names. TD ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,161 | $5,617,310 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
8,650 | $714,836 | |
| 3 | C |
Citigroup Inc
|
4,804 | $672,367 | |
| 4 | TD |
Toronto Dominion Bank
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|
2,860 | $347,289 | |
| 5 | BAC |
Bank Of America Corp /De/
|
6,025 | $343,304 | |
| 6 | RY |
Royal Bank Of Canada
|
1,579 | $326,805 |
All Filings in TD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,289 | 2,860 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $350,658 | 3,758 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $370,677 | 3,935 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $400,069 | 5,004 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $398,980 | 5,432 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $335,664 | 5,600 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $269,554 | 5,063 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||