TD PRIVATE CLIENT WEALTH LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1551017
NEW YORK, NY
Position in CFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$765,935
+$133,192 QoQ
Shares Held
10,931
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#551
of 1,095 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. CFG ranks #8 (2.5% 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
This page
|
10,931 | $765,935 |
All Filings in CFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,935 | 10,931 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $632,743 | 10,551 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $145,499 | 2,491 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $127,796 | 2,404 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $107,847 | 2,410 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $98,491 | 2,404 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $107,343 | 2,453 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $105,837 | 2,577 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $442,736 | 12,288 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $468,830 | 12,919 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $387,704 | 11,699 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $312,863 | 11,674 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $309,021 | 11,849 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $361,615 | 11,907 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $369,329 | 9,381 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $78,203 | 2,276 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $85,370 | 2,392 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $131,275 | 2,896 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $134,757 | 2,852 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $139,953 | 2,979 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $133,665 | 2,914 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $128,785 | 2,917 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $999,599 | 27,953 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $742,195 | 29,359 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $766,841 | 30,382 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $85,773 | 4,560 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||