Position in HWC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$342,815
+$111,094 QoQ
Shares Held
4,588
+25.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#247
of 393 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWC 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. HWC ranks #11 (1.1% 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 HWC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,815 | 4,588 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $231,721 | 3,644 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $242,302 | 3,805 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $238,231 | 3,805 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $218,407 | 3,805 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $179,536 | 3,423 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $160,931 | 2,941 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $150,490 | 2,941 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $107,617 | 2,250 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $103,590 | 2,250 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $77,209 | 1,589 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $77,974 | 2,108 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $80,905 | 2,108 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $55,874 | 1,535 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $64,068 | 1,324 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||