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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

TROW holding history

Price T Rowe 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.

TROW overviewAll 13F holders of TROWFull Q2 2026 holdings

Shares (Q2 2026)
344
Value
$39.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TROW by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026344$39.1K<0.1%+9+2.7%AddedHolders
Q1 2026335$30.2K<0.1%+78+30.4%AddedHolders
Q4 2025257$26.3K<0.1%+123+91.8%AddedHolders
Q3 2025134$13.8K<0.1%+13+10.7%AddedHolders
Q2 2025121$11.7K<0.1%−33−21.4%ReducedHolders
Q1 2025154$14.1K<0.1%−146−48.7%ReducedHolders
Q4 2024300$33.9K<0.1%−35−10.4%ReducedHolders
Q3 2024335$36.5K<0.1%−18−5.1%ReducedHolders
Q2 2024353$40.7K<0.1%+11+3.2%AddedHolders
Q1 2024342$41.7K<0.1%−1−0.3%ReducedHolders
Q4 2023343$36.9K<0.1%+23+7.2%AddedHolders
Q3 2023320$33.6K<0.1%−410−56.2%ReducedHolders
Q2 2023730$81.8K<0.1%−132−15.3%ReducedHolders
Q1 2023862$97.3K<0.1%−8−0.9%ReducedHolders
Q4 2022870$94.9K<0.1%+32+3.8%AddedHolders
Q3 2022838$88.0K<0.1%−4−0.5%ReducedHolders
Q2 2022842$95.7K<0.1%−80−8.7%ReducedHolders
Q1 2022922$139.4K<0.1%−659−41.7%ReducedHolders
Q4 20211,581$310.9K<0.1%−979−38.2%ReducedHolders
Q3 20212,560$503.6K<0.1%−46−1.8%ReducedHolders
Q2 20212,606$515.9K<0.1%+215+9.0%AddedHolders
Q1 20212,391$410.3K<0.1%––Holders

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