TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial 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.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 52,597
Value: $2.62M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52,597	$2.62M	<0.1%	−41,872−44.3%	Reduced	Holders
Q1 2026	94,469	$4.34M	0.1%	+530+0.6%	Added	Holders
Q4 2025	93,939	$4.62M	0.1%	−8,910−8.7%	Reduced	Holders
Q3 2025	102,849	$4.70M	0.1%	+26,306+34.4%	Added	Holders
Q2 2025	76,543	$3.29M	0.1%	−2,021−2.6%	Reduced	Holders
Q1 2025	78,564	$3.23M	0.1%	+2,579+3.4%	Added	Holders
Q4 2024	75,985	$3.30M	0.1%	−1,400−1.8%	Reduced	Holders
Q3 2024	77,385	$3.31M	0.1%	+350.0%	Added	Holders
Q2 2024	77,350	$3.01M	0.1%	+3,335+4.5%	Added	Holders
Q1 2024	74,015	$2.89M	0.1%	−3,633−4.7%	Reduced	Holders
Q4 2023	77,648	$2.87M	0.1%	−18,652−19.4%	Reduced	Holders
Q3 2023	96,300	$2.76M	0.1%	−21,514−18.3%	Reduced	Holders
Q2 2023	117,814	$3.58M	0.2%	−35,290−23.0%	Reduced	Holders
Q1 2023	153,104	$5.22M	0.2%	+26,471+20.9%	Added	Holders
Q4 2022	126,633	$5.45M	0.3%	−15,088−10.6%	Reduced	Holders
Q3 2022	141,721	$6.17M	0.3%	−6,068−4.1%	Reduced	Holders
Q2 2022	147,789	$7.01M	0.3%	+22,244+17.7%	Added	Holders
Q1 2022	125,545	$7.12M	0.3%	−137−0.1%	Reduced	Holders
Q4 2021	125,682	$7.36M	0.3%	−5,978−4.5%	Reduced	Holders
Q3 2021	131,660	$7.72M	0.3%	+9,118+7.4%	Added	Holders
Q2 2021	122,542	$6.80M	0.3%	+5,400+4.6%	Added	Holders
Q1 2021	117,142	$6.83M	0.3%	–	–	Holders

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