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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

MTB holding history

M&T Bank Corp 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.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q2 2026)
318
Value
$75.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MTB by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026318$75.7K<0.1%+26+8.9%AddedHolders
Q1 2026292$60.4K<0.1%+112+62.2%AddedHolders
Q4 2025180$36.3K<0.1%+4+2.3%AddedHolders
Q3 2025176$34.8K<0.1%−1−0.6%ReducedHolders
Q2 2025177$34.3K<0.1%−37−17.3%ReducedHolders
Q1 2025214$38.3K<0.1%−16−7.0%ReducedHolders
Q4 2024230$43.2K<0.1%−10−4.2%ReducedHolders
Q3 2024240$42.7K<0.1%−4−1.6%ReducedHolders
Q2 2024244$36.9K<0.1%+7+3.0%AddedHolders
Q1 2024237$34.5K<0.1%−14−5.6%ReducedHolders
Q4 2023251$34.4K<0.1%−142−36.1%ReducedHolders
Q3 2023393$49.7K<0.1%+108+37.9%AddedHolders
Q2 2023285$35.3K<0.1%−56−16.4%ReducedHolders
Q1 2023341$40.8K<0.1%+53+18.4%AddedHolders
Q4 2022288$41.8K<0.1%−20−6.5%ReducedHolders
Q3 2022308$54.3K<0.1%−5−1.6%ReducedHolders
Q2 2022313$49.9K<0.1%+133+73.9%AddedHolders
Q1 2022180$30.5K<0.1%+25+16.1%AddedHolders
Q4 2021155$23.8K<0.1%−17−9.9%ReducedHolders
Q3 2021172$25.7K<0.1%−2−1.1%ReducedHolders
Q2 2021174$25.3K<0.1%−4−2.2%ReducedHolders
Q1 2021178$27.0K<0.1%––Holders

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