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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

CADE holding history

Cadence Bancorporation in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2022
Holdings of CADE by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,547−100.0%Sold outHolders
Q4 20254,547$194.8K<0.1%−1,235−21.4%ReducedHolders
Q3 20255,782$217.1K<0.1%−427−6.9%ReducedHolders
Q2 20256,209$198.6K<0.1%−99−1.6%ReducedHolders
Q1 20256,308$191.5K<0.1%+1,472+30.4%AddedHolders
Q4 20244,836$166.6K<0.1%−118−2.4%ReducedHolders
Q3 20244,954$157.8K<0.1%+926+23.0%AddedHolders
Q2 20244,028$113.9K<0.1%+185+4.8%AddedHolders
Q1 20243,843$111.4K<0.1%−1,252−24.6%ReducedHolders
Q4 20235,095$150.8K<0.1%+1,528+42.8%AddedHolders
Q3 20233,567$75.7K<0.1%00.0%UnchangedHolders
Q2 20233,567$70.1K<0.1%+484+15.7%AddedHolders
Q1 20233,083$64.0K<0.1%+973+46.1%AddedHolders
Q4 20222,110$52.0K<0.1%+342+19.3%AddedHolders
Q3 20221,768$44.9K<0.1%00.0%UnchangedHolders
Q2 20221,768$41.5K<0.1%00.0%UnchangedHolders
Q1 20221,768$51.7K<0.1%+1,768NewHolders