Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

SMFG holding history

Sumitomo Mitsui 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.

SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings

Shares (Q2 2026)
2,001
Value
$47.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SMFG by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,001$47.2K<0.1%−444−18.2%ReducedHolders
Q1 20262,445$48.3K<0.1%+1,950+393.9%AddedHolders
Q4 2025495$9.57K<0.1%−3,046−86.0%ReducedHolders
Q3 20253,541$59.3K<0.1%−155−4.2%ReducedHolders
Q2 20253,696$55.8K<0.1%−442−10.7%ReducedHolders
Q1 20254,138$64.0K<0.1%+3,690+823.7%AddedHolders
Q4 2024448$6.49K<0.1%00.0%UnchangedHolders
Q3 2024448$5.66K<0.1%00.0%UnchangedHolders
Q2 2024448$6.01K<0.1%+171+61.7%AddedHolders
Q1 2024277$3.26K<0.1%00.0%UnchangedHolders
Q4 2023277$2.68K<0.1%−2,894−91.3%ReducedHolders
Q3 20233,171$31.2K<0.1%−898−22.1%ReducedHolders
Q2 20234,069$35.0K<0.1%+587+16.9%AddedHolders
Q1 20233,482$27.9K<0.1%−4,802−58.0%ReducedHolders
Q4 20228,284$66.4K<0.1%+84+1.0%AddedHolders
Q3 20228,200$45.1K<0.1%−906−9.9%ReducedHolders
Q2 20229,106$53.7K<0.1%−10,255−53.0%ReducedHolders
Q1 202219,361$121.4K<0.1%+10,063+108.2%AddedHolders
Q4 20219,298$63.1K<0.1%−10,326−52.6%ReducedHolders
Q3 202119,624$137.6K<0.1%−375−1.9%ReducedHolders
Q2 202119,999$137.8K<0.1%−1,243−5.9%ReducedHolders
Q1 202121,242$154.0K<0.1%––Holders

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