Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$148,191
-$8,815 QoQ
Shares Held
2,124
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#449
of 592 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. SF ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,191 | 2,124 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $157,006 | 2,124 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $151,265 | 1,208 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $136,844 | 1,206 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $135,225 | 1,303 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $223,773 | 2,374 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $199,642 | 1,882 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $254,281 | 2,708 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $179,407 | 2,132 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $166,658 | 2,132 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $238,429 | 3,448 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $208,957 | 3,401 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $210,277 | 3,524 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $169,056 | 2,861 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $36,189 | 620 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $34,779 | 670 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $41,006 | 732 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $41,758 | 615 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,291 | 19 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,232 | 19 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,217 | 19 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $958 | 19 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $859 | 17 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $806 | 17 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $165 | 4 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||