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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

CFG holding history

Citizens Financial Group Inc 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.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
10,931
Value
$765.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CFG by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,931$765.9K<0.1%+380+3.6%AddedHolders
Q1 202610,551$632.7K<0.1%+8,060+323.6%AddedHolders
Q4 20252,491$145.5K<0.1%+87+3.6%AddedHolders
Q3 20252,404$127.8K<0.1%−6−0.2%ReducedHolders
Q2 20252,410$107.8K<0.1%+6+0.2%AddedHolders
Q1 20252,404$98.5K<0.1%−49−2.0%ReducedHolders
Q4 20242,453$107.3K<0.1%−124−4.8%ReducedHolders
Q3 20242,577$105.8K<0.1%−9,711−79.0%ReducedHolders
Q2 202412,288$442.7K<0.1%−631−4.9%ReducedHolders
Q1 202412,919$468.8K<0.1%+1,220+10.4%AddedHolders
Q4 202311,699$387.7K<0.1%+25+0.2%AddedHolders
Q3 202311,674$312.9K<0.1%−175−1.5%ReducedHolders
Q2 202311,849$309.0K<0.1%−58−0.5%ReducedHolders
Q1 202311,907$361.6K<0.1%+2,526+26.9%AddedHolders
Q4 20229,381$369.3K<0.1%+7,105+312.2%AddedHolders
Q3 20222,276$78.2K<0.1%−116−4.8%ReducedHolders
Q2 20222,392$85.4K<0.1%−504−17.4%ReducedHolders
Q1 20222,896$131.3K<0.1%+44+1.5%AddedHolders
Q4 20212,852$134.8K<0.1%−127−4.3%ReducedHolders
Q3 20212,979$140.0K<0.1%+65+2.2%AddedHolders
Q2 20212,914$133.7K<0.1%−3−0.1%ReducedHolders
Q1 20212,917$128.8K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.