TD Private Client Wealth
SMWB icon

TD Private Client Wealth’s Similarweb SMWB Stock Holding History

TD Private Client Wealth’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.8K Buy
+1,775
New +$13.8K ﹤0.01% 1071

Other funds holding SMWB

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State of Wyoming
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TD Private Client Wealth's SMWB Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Similarweb (SMWB) in Q3 2026: 1,775 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings.

10 funds tracked by Wall St. Rank hold SMWB as of Q3 2026.

  • TD Private Client Wealth held 1,775 shares of Similarweb worth $13.8K as of Q3 2026.
  • Similarweb was a new TD Private Client Wealth position in Q3 2026.
  • Similarweb made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1071 holding.
  • 10 funds tracked by Wall St. Rank held Similarweb as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.