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TD Waterhouse Canada Inc.

Location
TORONTO, A6
Portfolio Value
Large $37,664,770,481
Diversification
Diversified
Reports for
TORONTO DOMINION BANK
Filing Date
Global Rank
#224 / 8,807 ▼ 17 · as of Jun 2026
Top Industry
Banks - Diversified 23.8%
Period ended 20 days ago
Filed Oct 16, 2026 · 4d
20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style
Diversified active
Top 10 weight 34.2%, 52.8 effective positions, active share 55.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
11.8% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 16.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 55.5%; sector active share 32.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

2,454 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026
Top Position
6.3%
−0.3 pts
Top 5
22.5%
+0.4 pts
Top 10
34.9%
+0.7 pts
HHI
192
Dec 2023 → Sep 2026 · range 148 – 212
Diversified+3

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026
Sector % Portfolio Value
Financial Services 31.4% $11,835,905,747
Technology 18.0% $6,769,196,558
Energy 10.9% $4,118,317,985
Industrials 7.7% $2,911,095,097
Unclassified 6.2% $2,317,855,509
Basic Materials 6.1% $2,312,173,145
Communication Services 5.1% $1,904,120,404
Consumer Cyclical 4.6% $1,737,496,348
Healthcare 4.6% $1,715,290,123
Utilities 3.1% $1,170,223,339
Consumer Defensive 2.0% $758,364,879
Real Estate 0.3% $114,731,347

Last Quarter's Activity

Export CSV
Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
— 2,659 $545,201
— 1,146 $216,238
— 8,638 $84,566
— 522 $59,038
— 2,000 $32,372

Portfolio Positions

Export CSV View 13F filing
2,454 tracked positions · $37,664,770,481 total · filing declares 2,464 positions · $38,398,246,191 · as of Sep 30, 2026
Showing 1–50 of 2,454 positions by value · page 1 of 50
Ticker Company Shares Value (USD) % of Portfolio History

Showing the top 50 of 2,454 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.