Lorne Steinberg Wealth Management Inc.
Position in TD — Toronto Dominion Bank
CIK 1851362
MONTREAL, QUEBEC, Z4
Position in TD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,704,203
+$4,917,834 QoQ
Shares Held
162,268
+2.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
4.12%
of 13F equity value
Holder Rank
#158
of 897 holders
Holding Since
Dec 2020
23 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, 2026Lorne Steinberg Wealth Management Inc. holds $105,558,601 across 8 Banks - Diversified names. TD ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
132,522 | $27,428,078 | |
| 2 | TD |
Toronto Dominion Bank
This page
|
162,268 | $19,704,203 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
101,991 | $18,021,809 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146,592 | $16,858,080 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
39,408 | $12,899,420 | |
| 6 | BNS |
Bank Of Nova Scotia
|
116,512 | $10,117,902 | |
| 7 | ING |
Ing Groep NV
|
10,250 | $321,645 | |
| 8 | BAC |
Bank Of America Corp /De/
|
3,641 | $207,464 |
All Filings in TD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,704,203 | 162,268 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,786,369 | 158,465 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,666,657 | 155,697 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,318,775 | 154,081 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,957,050 | 149,177 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,921,589 | 148,842 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,849,812 | 147,442 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,816,419 | 139,368 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,291,268 | 132,665 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,125,578 | 134,574 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,492,683 | 131,425 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,691,887 | 127,645 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,474,003 | 120,529 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,787,927 | 113,321 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,210,224 | 95,896 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,674,742 | 92,528 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,017,948 | 91,765 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,278,445 | 91,645 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,551,385 | 85,438 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,593,644 | 84,560 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,898,210 | 84,200 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $5,379,564 | 82,496 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,227,268 | 74,925 | Shares | Sole | 2021-03-17 | |
| No filing history on record for this holder in this stock. | ||||||