Position in WTFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$192,864
+$43,921 QoQ
Shares Held
1,200
+11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#443
of 592 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTFC 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. WTFC ranks #13 (0.6% 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 WTFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,864 | 1,200 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $148,943 | 1,072 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $158,975 | 1,137 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $163,166 | 1,232 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $152,743 | 1,232 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $187,808 | 1,670 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $217,244 | 1,742 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $189,059 | 1,742 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $138,476 | 1,405 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $167,754 | 1,607 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $106,477 | 1,148 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $73,612 | 975 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $62,888 | 866 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $58,724 | 805 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $464 | 5 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $12,896 | 142 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $13,421 | 167 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $12,630 | 167 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,667 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,343 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $881 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $959 | 22 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||