PINNACLE ASSOCIATES LTD

Position in TD — Toronto Dominion Bank

CIK 743127 NEW YORK, NY

Position in TD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,583,035

+$884,324 QoQ

Shares Held

29,507

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#245

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $285,781,561 across 16 Banks - Diversified names. TD ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	413,954	$135,499,562
2	BAC	Bank Of America Corp /De/	877,301	$49,988,610
3	C	Citigroup Inc	332,112	$46,482,395
4	WFC	Wells Fargo & Company/Mn	175,651	$14,515,798
5	RY	Royal Bank Of Canada	57,530	$11,906,984
6	BNY	Bank of New York Mellon Corp	60,577	$8,760,039
7	BMO	Bank Of Montreal /Can/	32,000	$5,654,400
8	TD	Toronto Dominion Bank This page	29,507	$3,583,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,583,035	29,507	+2.0%	Shares	Sole	2026-08-03
2026-03-31	$2,698,711	28,922	+2.5%	Shares	Sole	2026-04-22
2025-12-31	$2,658,512	28,222	+19.3%	Shares	Sole	2026-02-05
2025-09-30	$1,891,776	23,662	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,737,973	23,662	-1.9%	Shares	Sole	2025-08-04
2025-03-31	$1,445,393	24,114	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$1,286,225	24,159	-8.6%	Shares	Sole	2025-02-14
2024-09-30	$1,672,594	26,440	+8.4%	Shares	Sole	2024-10-25
2024-06-30	$1,340,914	24,398	-5.2%	Shares	Sole	2024-07-30
2024-03-31	$1,554,422	25,744	-2.6%	Shares	Sole	2024-04-26
2023-12-31	$1,708,552	26,440	+0.4%	Shares	Sole	2024-01-19
2023-09-30	$1,587,248	26,340	-0.2%	Shares	Sole	2023-10-24
2023-06-30	$1,636,071	26,384	-1.5%	Shares	Sole	2023-07-27
2023-03-31	$1,604,661	26,789	-5.1%	Shares	Sole	2023-05-05
2022-12-31	$1,827,203	28,215	+24.7%	Shares	Sole	2023-02-01
2022-09-30	$1,387,284	22,620	+98.0%	Shares	Sole	2022-11-01
2022-06-30	$749,251	11,425	0.0%	Shares	Sole	2022-08-02
2022-03-31	$907,373	11,425	0.0%	Shares	Sole	2022-05-05
2021-12-31	$876,069	11,425	0.0%	Shares	Sole	2022-02-02
2021-09-30	$755,763	11,425	0.0%	Shares	Sole	2021-10-19
2021-06-30	$800,321	11,425	0.0%	Shares	Sole	2021-08-02
2021-03-31	$745,024	11,425	-2.5%	Shares	Sole	2021-05-12
2020-12-31	$661,242	11,720	+1.5%	Shares	Sole	2021-01-26
2020-09-30	$534,164	11,552	0.0%	Shares	Sole	2020-10-23
2020-06-30	$515,334	11,552	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$493,928	11,652	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.