TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- Latest filing
- Aug 4, 2026
FISI holding history
Financial Institutions 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.
FISI overviewAll 13F holders of FISIFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −139−100.0% | Sold out | Holders |
| Q4 2022 | 139 | $3.39K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 139 | $3.35K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 139 | $3.62K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 139 | $4.19K | <0.1% | +139 | New | Holders |