Position in HGBL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$844
-$105 QoQ
Shares Held
698
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 36 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD Waterhouse Canada Inc. holds $351,454,240 across 28 Capital Markets names. HGBL ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,204 | $147,866,339 | |
| 2 | MS |
Morgan Stanley
|
583,289 | $121,930,732 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
516,646 | $44,968,867 | |
| 4 | EVR |
Evercore Inc.
|
74,739 | $25,518,884 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,324 | $5,347,330 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
7,753 | $2,183,865 | |
| 7 | SCHW |
Schwab Charles Corp
|
15,634 | $1,442,549 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,870 | $618,158 |
All Filings in HGBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844 | 698 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $949 | 698 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $840 | 678 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $1,125 | 678 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,505 | 678 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,478 | 678 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,254 | 678 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,152 | 678 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,667 | 678 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $1,789 | 678 | Shares | Defined | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||