Position in PBFS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$654
New position
Shares Held
47
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names.
| # | 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 PBFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $654 | 47 | Shares | Defined | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||