MONTRUSCO BOLTON INVESTMENTS INC.

Position in TD — Toronto Dominion Bank

CIK 1475940 MONTREAL, A8

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Position in TD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$38,583,289

+$4,280,761 QoQ

Shares Held

317,741

-13.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#125

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TD Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

MONTRUSCO BOLTON INVESTMENTS INC. holds $450,515,792 across 5 Banks - Diversified names. TD ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	924,638	$302,661,756
2	RY	Royal Bank Of Canada	252,983	$52,359,891
3	TD	Toronto Dominion Bank This page	317,741	$38,583,289
4	BMO	Bank Of Montreal /Can/	171,898	$30,374,376
5	BNS	Bank Of Nova Scotia	305,579	$26,536,480

All Filings in TD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,583,289	317,741	-13.6%	Shares	Sole	2026-07-21
2026-03-31	$34,302,528	367,619	-1.7%	Shares	Sole	2026-04-28
2025-12-31	$35,231,082	374,003	-23.1%	Shares	Sole	2026-01-29
2025-09-30	$38,888,399	486,409	-8.9%	Shares	Sole	2025-11-12
2025-06-30	$39,196,519	533,649	-7.4%	Shares	Sole	2025-07-25
2025-03-31	$34,541,144	576,262	+14.1%	Shares	Sole	2025-05-02
2024-12-31	$26,889,447	505,061	-31.5%	Shares	Sole	2025-01-23
2024-09-30	$46,625,466	737,045	-52.5%	Shares	Sole	2024-11-12
2024-06-30	$85,224,438	1,550,663	+6.4%	Shares	Sole	2024-07-24
2024-03-31	$87,997,932	1,457,402	-3.3%	Shares	Sole	2024-04-30
2023-12-31	$97,377,170	1,506,920	-14.3%	Shares	Sole	2024-02-08
2023-09-30	$105,933,223	1,757,936	-21.6%	Shares	Sole	2023-11-08
2023-06-30	$139,036,775	2,242,167	-2.8%	Shares	Sole	2023-08-03
2023-03-31	$138,196,188	2,307,115	+29.3%	Shares	Sole	2023-05-09
2022-12-31	$115,586,691	1,784,847	+4.4%	Shares	Sole	2023-01-27
2022-09-30	$104,860,500	1,709,775	-3.2%	Shares	Sole	2022-11-07
2022-06-30	$115,829,625	1,766,234	-11.6%	Shares	Sole	2022-08-08
2022-03-31	$158,603,169	1,997,018	-11.3%	Shares	Sole	2022-05-10
2021-12-31	$172,662,273	2,251,725	-5.7%	Shares	Sole	2022-02-07
2021-09-30	$157,934,844	2,387,526	+2.9%	Shares	Sole	2021-11-12
2021-06-30	$162,572,880	2,320,812	+46.1%	Shares	Sole	2021-08-17
2021-03-31	$103,552,567	1,587,986	+5.1%	Shares	Sole	2021-05-12
2020-12-31	$85,277,475	1,511,476	+14.3%	Shares	Sole	2021-02-16
2020-09-30	$61,151,660	1,322,484	-8.0%	Shares	Sole	2020-11-09
2020-06-30	$64,137,581	1,437,740	+312.2%	Shares	Sole	2020-08-12
2020-03-31	$14,785,123	348,788	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.