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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

ZION holding history

Zions Bancorporation, National Association 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.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
4,879
Value
$337.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ZION by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,879$337.6K<0.1%00.0%UnchangedHolders
Q1 20264,879$281.1K<0.1%+422+9.5%AddedHolders
Q4 20254,457$260.9K<0.1%−217−4.6%ReducedHolders
Q3 20254,674$264.5K<0.1%−431−8.4%ReducedHolders
Q2 20255,105$265.2K<0.1%+1,455+39.9%AddedHolders
Q1 20253,650$182.0K<0.1%+881+31.8%AddedHolders
Q4 20242,769$150.2K<0.1%−68−2.4%ReducedHolders
Q3 20242,837$134.0K<0.1%+375+15.2%AddedHolders
Q2 20242,462$106.8K<0.1%−1,222−33.2%ReducedHolders
Q1 20243,684$159.9K<0.1%−815−18.1%ReducedHolders
Q4 20234,499$197.4K<0.1%+1,898+73.0%AddedHolders
Q3 20232,601$90.7K<0.1%+29+1.1%AddedHolders
Q2 20232,572$69.1K<0.1%+1,482+136.0%AddedHolders
Q1 20231,090$32.6K<0.1%+67+6.5%AddedHolders
Q4 20221,023$50.3K<0.1%−266−20.6%ReducedHolders
Q3 20221,289$65.6K<0.1%00.0%UnchangedHolders
Q2 20221,289$65.6K<0.1%−293−18.5%ReducedHolders
Q1 20221,582$103.7K<0.1%+85+5.7%AddedHolders
Q4 20211,497$94.6K<0.1%−581−28.0%ReducedHolders
Q3 20212,078$128.6K<0.1%+9+0.4%AddedHolders
Q2 20212,069$109.4K<0.1%+8+0.4%AddedHolders
Q1 20212,061$113.3K<0.1%––Holders

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