TD PRIVATE CLIENT WEALTH LLC
Position in FDS — Factset Research Systems Inc
CIK 1551017
NEW YORK, NY
Position in FDS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$140,348
+$137,311 QoQ
Shares Held
610
+4257.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#574
of 762 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,849,571 across 11 Financial Data & Stock Exchanges names. FDS ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
24,554 | $5,422,259 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
22,058 | $2,715,560 | |
| 3 | SPGI |
S&P Global Inc.
|
3,185 | $1,227,074 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,151 | $878,921 | |
| 5 | MCO |
Moodys Corp /De/
|
508 | $230,083 | |
| 6 | FDS |
Factset Research Systems Inc
This page
|
610 | $140,348 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
360 | $87,361 | |
| 8 | COIN |
Coinbase Global, Inc.
|
477 | $69,732 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,348 | 610 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,037 | 14 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $48,461 | 167 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $11,459 | 40 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $16,996 | 38 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $17,730 | 39 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $15,849 | 33 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,715 | 32 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $17,147 | 42 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $48,165 | 106 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $50,567 | 106 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $46,349 | 106 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $42,468 | 106 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $43,999 | 106 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $38,516 | 96 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $37,210 | 93 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $35,765 | 93 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $31,692 | 73 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $32,562 | 67 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $26,450 | 67 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $22,485 | 67 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $20,675 | 67 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $22,277 | 67 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $22,436 | 67 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $22,007 | 67 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||