Position in BBD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,782
-$145 QoQ
Shares Held
802
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 303 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,110,601 across 57 Banks - Regional names. BBD ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in BBD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,782 | 802 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,927 | 802 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $15,024 | 4,512 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $15,250 | 4,512 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $13,942 | 4,512 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,502 | 2,019 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,856 | 2,019 | Shares | Defined | 2025-02-11 | |
| 2022-09-30 | $7,069 | 1,921 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $6,262 | 1,921 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $8,106 | 1,747 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $5,974 | 1,747 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $6,691 | 1,747 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $11,624 | 2,266 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $13,813 | 2,939 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||